Matthew Douglas, PFP

Matt Douglas is a Financial Advisor with Ogilvie Daugherty Financial Services. He has worked as an Advisor since 2009 and has been part of the ODFS team since 2012.

Matt works with his clients to create efficient monthly cash flow plans, customized investment portfolios and comprehensive insurance solutions. He currently holds the Professional Financial Planning designation with an eye towards obtaining additional advanced designations.

In his spare time, Matt plays competitive Men’s Rugby across South Western Ontario and volunteers at a local non-profit/charity that provides cancer care in Waterloo Region. He also enjoys spending time with family and friends and attending community events.

 

Contact Matt – matthew@ogilvie.ca

Working to meet your needs

Ogilvie Daugherty Financial Services is committed to the health and wellbeing of our clients, employees, and communities.  As we all continue to navigate the COVID-19 situation, we want to reassure you that we remain committed to you, and all your wealth management needs.  As such, our office is open to serve you under the current safety guidelines. Our door remains locked, and you can ring the bell to let us know you are here during normal business hours.   If you arrive outside of these hours, please call us to let us know you are waiting.  Visitors are required to  complete the COVID-19 Screening Questionnaire we supply upon arrival, wear a mask and hand sanitize.  If you have any concerns, please feel free to call and discuss them with a staff member.

Please also note that our financial advisors will continue to offer virtual meetings if you prefer. 

 

Thank you for your confidence.   Stay well, stay safe.