A little about me…

 
 

I have always been a highly motivated, ambitious individual who is dedicated to working hard and being the best person that I can be. I enjoy building relationships, networking, teaching, helping others, creative writing, and meeting as many new people as I can. Throughout my life I have always prided myself on three basic principals; professionalism, class, and integrity. The goal has always been to provide the best advice along with the best customer service.

For over 10 years, I have worked hard to learn as much as possible about Wealth Management, an industry that I find extremely fascinating. With many hours dedicated to reading and research, I have developed a vast skill set that has allowed me to help many people from all walks of life with their goals. Over the years, I have worked with many different individuals, from heads of corporations to high net worth business owners and middle class families. When it comes to retirement planning, insurance planning, tax minimization and strategic asset allocation, I always put my clients first.

Some of my hobbies include cooking, aviation, searching for new investments (whether it be a stock, bond, hedge fund or even jewelry or fine art); anything that has the potential to increase in value is exciting to me.

All in all, I am very happy to be where I am and to be in the Wealth Management Industry. The fact that I get to help people everyday is a blessing.

 
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Matthew Patafie, CFP

Investment Advisor | Manulife Wealth Inc.

Life Insurance Advisor | Matthew Patafie Wealth Management Inc.