Cody Matthews
CFP®, CLU® 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
I partner with active people who are between the ages of 55 and 75 with investable assets of $500,000 or more. Our clients have often come to me to alleviate the concerns about their long term goals. Both personal and financial.
I help them confidently answer questions like:
“Am I going to out live my money?”
“What happens when I start taking my CPP and OAS?”
I do this by providing retirement income advice that is specific to their financial situation. This includes, when to start your CPP and OAS, properly cataloging all of your financial assets and providing a tactical plan of withdrawal that allows you to use your TFSA, RRSPs, LIRAs, LIFs, RRIFs, individual investments, home equity and tax efficiently.
Retirement is such an exciting time for you and your family and I love to be able to partner with you to help give you financial confidence in all of your decisions.
A real financial plan
Associations and Community —
Community
- Volunteer, Lion's Club International
- 2020 - Present
general inquiries —
80 King Street South, Suite 201
Waterloo, ON N2J 1P5
Get Directions
Let’s talk —
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