Matt Haystead

Matt Haystead

Senior Financial Planner

BBA (Hons)

CFP®

QAFP™

I look forward to being with you every step of the way to help you achieve your personal financial goals

Phone

Office

(905) 885-6023

Office Location

113 Walton Street Port Hope, ON L1A1N4. map

See Additional Office Locations

I have been working in the financial services industry since 2012, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. 

I hold a Bachelors degree in Business Administration from Trent University. 

I look forward to working with you.

Phone

Toll Free

(888) 999-3918

Certificates

BBA (Hons)

CFP®

QAFP™

Frequently asked questions

Get answers to your financial planning questions.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Self-employed? Manage your finances like a boss.

Being self-employed comes with perks. But it also comes with responsibilities. Here are a few financial considerations you should be aware of.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

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