Matthew Woo Email & Phone Number

Toronto, Ontario, Canada

As a dedicated Group Retirement Solutions Specialist at Manulife, I take pride in collaborating closely with our valued distribution partners to elevate the group retirement plan offerings for their clients. Leveraging Manulife's industry-leading suite of products and services, I am committed to delivering tailored solutions that empower organizations to provide comprehensive and competitive retirement benefits.My role involves navigating the complexities of the retirement planning landscape, ensuring that our distribution partners have access to the latest and most innovative offerings. By staying abreast of industry trends and understanding the unique needs of diverse organizations, I contribute to the success of our partners and the financial well-being of their clients' employees.I thrive on building strong relationships, fostering open communication, and providing unparalleled support to our distribution network. Together, we offer strategic insights and implement solutions that align with the goals and values of each organization.

Toronto, Ontario, Canada

We help established companies maximize the value from their group retirement and benefits programs. Our team provides expertise in plan management (independent investment reviews and recommendations, ensure competitive plan pricing, guidance on industry best practices, satisfaction of CAP guideline requirements, etc.), white glove services to support plan administrators (oversee plan amendments, carrier related service issues, plan administration support, etc.), along with a team of licensed advisors to support individual members and their financial planning needs.

Gta & On Trustee Market

I partner with group advisors, consultants, and the companies they represent to implement effective Group Retirement Solutions to attract and retain quality employees. Specializing in Registered Pension Plans (RPPs), Group RRSPs and Deferred Profit Sharing Plans (DPSPs). Our team provides a full range of investment options, administrative services and advice for our plan sponsors' group retirement plans. In addition we offer Non-Registered Savings Plans (NRSPs), group TFSAs, IPPs, RCAs and Employee Share Ownership Plans (ESOPs).

Toronto, Canada Area

Mba, Finance

Bachelor Of Arts (B.A.), Psychology