Matt Morrish, Financial Advisor
Matt Morrish, CFP
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Parkgate Branch, North Vancouver
"My approach with clients is to provide customized solutions because every client is unique and requires more than a simple “cookie-cutter” methodology. My clients’ goals are my goals. I feel the greatest sense of accomplishment once I have presented a viable and customized solution to my clients that will help them achieve whatever it is they are striving towards."
Matt’s approach to building long lasting client relationships is through creating open and honest dialogue. “To best assist my clients, I need to know everything about them and their financial objectives. I believe clients need that sentiment reciprocated back from the advisor through open dialogue. This helps us establish the high level of trust that is required to feel comfortable sharing important parts of their own lives.”
A proponent of life-long learning, Matt continues to augment his work experience with a strong education, having obtained his Certified Financial Planner (CFP) designation and completing the Canadian Securities Course.
Matt puts his expertise to good use by actively listening to his clients’ needs and then providing personalized recommendations to help them achieve their short- and long-term goals.
“The favourite part of my role is the personal satisfaction I get when a client experiences that 'ah-ha' moment and realizes that they can achieve their goal, whether that is purchasing a property, retiring at a desired age, or transferring wealth. Sometimes this means uncovering options and strategies that the client did not realize were available to them.”
Matt will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance†, investments and retirement planning as well as your business banking (if applicable).