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Matthew Lawrence, QAFP®, Financial Advisor, works directly with individuals, families and business owners who want clearer insurance decisions and a relationship with the person providing their advice.
His approach combines personal guidance, plain-language explanations and a broader perspective on what each policy is meant to protect.
INSURANCE ADVICE ROOTED IN NIAGARA. PROUDLY CANADIAN.
INSURANCE ADVICE ROOTED IN NIAGARA. PROUDLY CANADIAN.
Start with a conversation.
Start with a conversation.
Matthew begins by listening to who and what you want to protect, what coverage you already have and which questions are preventing you from moving forward.
He then helps organize the issues, explain the available choices and identify a reasonable next step.
The objective is not insurance for its own sake. It is protection you can understand and decisions in which you remain involved.
A broader perspective on every protection decision.
A broader perspective on every protection decision.
Matthew holds the QAFP® certification from FP Canada and works as a Financial Advisor with Blue Harbour Financial. Insurance products and services are offered through Carte Risk Management Inc.
Carte Risk Management Inc. is an Ontario-licensed insurance managing general agency. It provides the agency infrastructure, compliance framework and insurer relationships that support access to established Canadian insurance providers.
Through Blue Harbour Financial, Matthew works within a broader Canadian advisory team with access to industry experience, practical support and an extensive network of insurance partners.
Together, these relationships combine the resources and insurer access of established organizations with Matthew’s personal approach to advice.
Through Insure With Matthew, he provides insurance planning, life insurance, disability and critical illness coverage, business insurance, and estate and legacy planning.
He is also the founder of Green Helix Financial. For clients with more complex needs, Green Helix provides a more comprehensive and highly engaged financial-planning and wealth-management relationship through the Financial Simplicity approach.
The person behind the advice.
The person behind the advice.
Financial Planning Perspective
Financial Planning Perspective
Matthew’s QAFP® background helps him recognize when an insurance question connects with income, investments, retirement, business ownership, tax considerations or estate intentions.
Business Ownership
Business Ownership
As a business owner and entrepreneur himself, Matthew understands that protection must work within the practical demands of operating, growing and building something.
Clear Communication
Clear Communication
His experience as a writer shapes an approach centred on explaining complex subjects in language people can actually use.
Building in Niagara
Building in Niagara
Matthew and his wife, Vanessa, are building their life and businesses in Niagara, including an agricultural venture of their own.
Butter, Office Dog
Butter, Office Dog
Butter is frequently nearby and takes her unofficial role as office greeter very seriously.
Frequently Asked Questions
Frequently Asked Questions
Will I work directly with Matthew?
Will I work directly with Matthew?
Yes. Matthew personally leads the conversations, reviews and recommendations throughout the relationship.
What does the QAFP® certification mean?
What does the QAFP® certification mean?
The QAFP® certification is granted by FP Canada and reflects education, examination, experience and ethical requirements in financial planning.
What is Matthew’s relationship with Blue Harbour Financial and Carte Risk Management?
What is Matthew’s relationship with Blue Harbour Financial and Carte Risk Management?
Matthew works as a Financial Advisor with Blue Harbour Financial. Insurance products and services are offered through Carte Risk Management Inc., the managing general agency that provides the insurance platform and associated oversight.
What is the difference between Insure With Matthew and Green Helix Financial?
What is the difference between Insure With Matthew and Green Helix Financial?
Insure With Matthew focuses on personal and business insurance decisions. Green Helix Financial provides a more comprehensive financial-planning and wealth-management experience for clients seeking deeper coordination and ongoing engagement.
A better advisory relationship can begin with one conversation.
A better advisory relationship can begin with one conversation.
You do not need to prepare a complete financial history or know exactly which type of insurance you need.
Complete the short form and tell Matthew what you would like help understanding. He will follow up personally to discuss the next step.
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