Matthew Fishman Email & Phone Number

Responsible for leading the Wealth Management, Life Insurance and Group Benefits teams to provide an exceptional experience for our clients.

Waterloo, Ontario, Canada

Responsible for managing and leading the firm’s strategy for growth within the independent distribution channel across Canada.

Kitchener, Canada Area

Responsible for enhancing key business partnerships, national programs and strategic initiatives and play a lead role in expanding digital strategy and innovation to build value for financial advisors across the country.

Led the Training & Development organization responsible for the creation and execution of strategic initiatives, tools and resources focused on building value for financial advisors and sales leaders across Canada.

Kitchener, Canada Area

Led a team of financial advisors managing over 30,000 clients across Canada, and established client experience, financial planning and business continuation models to drive top-line growth.

St. Jacobs, ON

Waterloo, ON

Led the second largest region in the country with sales power of over 600 focused on providing holistic financial advice to nearly 235,000 Canadians with over $4B in Assets Under Management.

Pickering, ON

Led a top-ranked Financial Centre focussed on providing clients with holistic financial advice, new advisor recruitment and development, and senior advisor coaching and partnership while fostering a progressive and inspiring culture of success.

Calgary, AB

Partnered with leadership in Western Canada and responsible for the recruitment and development of new managers and for providing coaching, training, and support for senior managers.

St. Catharines, ON

Responsible for providing training and development for 50 financial advisors through joint field work, classroom training, individual case consultations and business coaching.

Niagara, ON

Operated a successful financial services practice and generated superior sales results through the marketing of life insurance, health insurance, and investment products by leveraging a client-focused, needs-based sales process.