Matthew Williams, B.Comm, Cfp - Sun Life Financial Advisor

Monday: 08:30 - 16:30
Tuesday: 08:30 - 16:30
Wednesday: 08:30 - 16:30
Thursday: 08:30 - 16:30
Friday: 08:30 - 16:30
Saturday: -
Sunday: -

About Matthew Williams, B.Comm, Cfp - Sun Life Financial Advisor

For 11 years as a Financial Planner I've been helping families and individuals gain confidence and independence in their financial lives sooner by simplifying their financial picture and empowering them to make confident financial decisions.

Matthew Williams, B.Comm, Cfp - Sun Life Financial Advisor Description

I've been a Financial Planner for over 9 years. I started in April of 2008, just before the market crash later that year. It was an interesting time to being working in the financial services industry to say the least! Over the last 9 years I have been working hard to establish a viable business that I am extremely proud of today. I work closely with 7 other Advisors in a partnership at Laurie, Kenna & Associates and we are supported by 8 wonderful staff that without we would not be able to operate. I'm thankful to all those that have put their trust in me and my business and look forward to continuing to work hard for all of my clients into the future.

Lastly, but certainly not least, I am supported by a wonderful family at home, my wife and 4 awesome kids and our dog. I enjoy spending time away from the office with them camping, dirt biking, quading, and skiing in the winter.

More about Matthew Williams, B.Comm, Cfp - Sun Life Financial Advisor

Matthew Williams, B.Comm, Cfp - Sun Life Financial Advisor is located at 2141 Springfield Road, Kelowna, British Columbia V1Y 7X1
+12504704420
Monday: 08:30 - 16:30
Tuesday: 08:30 - 16:30
Wednesday: 08:30 - 16:30
Thursday: 08:30 - 16:30
Friday: 08:30 - 16:30
Saturday: -
Sunday: -
http://www.dklfinancial.com