Matt began his career as a Financial Advisor in 1997. Although he had a successful practice in Ottawa, he and his family were looking for more; they were looking for a different lifestyle and a more connected community. Matt was also looking for an opportunity to work with another seasoned professional. When he became a Partner at O'Farrell Financial in November of 2005, he and his family acquired all of the above.
As an experienced Financial Advisor, clients count on Matt's solid experience and clear perspective to help them make decisions about growing, protecting, and transitioning their wealth. Matt knows what is important to the client. With them, he creates a comprehensive financial plan, recommends custom investment portfolios, analyzes existing portfolios, and helps clients take steady steps in order to achieve their financial goals.
The only time you won’t find Matt in the office, is when he is at his cottage with his family. However, even then he is monitoring global trends, the stock market, and his clients’ portfolios, and communicating regularly with clients and his Advisor Associate.