Matthew Arthur | Certified Planner | Arthur Wealth Management

Matthew Arthur CFP, CIM, CFDS

Certified Financial Planner

With over nine years of experience in the financial services industry - both as a planner and in customer service - Matthew loves meeting people and understanding what’s important to them and their families. He enjoys taking each person’s unique life experiences and career paths and turning that into a personalized plan that highlights their strengths and gives them opportunities to grow.

Prior to founding Arthur Wealth Management, Matthew worked for the Bank of Montreal (BMO) for over nine years. In his career, he’s worked as a Financial Planner, Customer Service Rep, Personal Banker, and Portfolio Assistant at BMO Private Investment Counsel. The variety within his career has given him a depth of knowledge in all areas of wealth management. He partnered with Desjardins Financial Security Independent Network in January 2021 and opened his firm under their umbrella.

Outside of work, you can find Matt spending time with his family and friends at the cottage, on a restaurant patio, or cheering on the Ottawa Senators or Redblacks. He’s passionate about sports and is an avid golf and hockey player. 

Licensed for mutual funds in the Provinces of Ontario, Quebec, and PEI.

Licensed for life and health insurance in the Province of Ontario.

Awards and Recognition

  • New Advisor of the Year - Canada - 2021
  • Investment Advisor of the Year - Ottawa - 2021
  • Investment Advisor of the Year - Ottawa - 2022
  • Wealth Professional Top 40 Under 40 Rising Stars in Canada - 2023