CAA CLUB GROUP ADVISORY, LLQP
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.
We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.
Chartered Financial Planner focusing on the intergenerational wealth needs of families.
Adam was profiled as ‘Lawyer of the Week’ by the April 8, 2011 edition of the Lawyer’s Weekly Newspaper.
On February 9, 2012 Adam was an invited witness to the Parliamentary Committee on Finance as they investigated incentives for charitable giving..
Greg Ardagh is the President of Ardagh Financial Inc. He has been in the financial services industry since 1997, and has worked at a major investment management firm before building his own team of advisors and his own industry standard.
Greg instilled the business principle of absolute transparency in his firm. From his experience in both retail and wholesale sides of the Canadian financial services industry, Greg learned that the best way to create trust is to share knowledge. Therefore, he innovated his service by hosting educational forums so his clients can gain a crystal vision of their investments. To Greg, a clear fee structure, a thorough explanation of products and proactive communication with clients are what separate a great financial advisor from an average one.
Greg is a graduate of The University of Western Ontario, he holds the Certified Financial Planner (CFP) designation and is working towards his Chartered Financial Analyst (CFA). He offers both Canadian investment funds as well as insurance products and continually completes educational courses through the Canadian Securities Institute. He lives in Hampton with his wife and 4 children. In his leisure time, Greg enjoys a game or two of golf.
With decades of experience creating and implementing high quality strategic plans for individuals, families and organizations, our purpose is to serve our community with intelligence, collaboration and attention to detail. I am particularly interested in working with individuals and families with complex needs who are in transition as a result of a change in marital status, an inheritance, a change in primary residence or the sale of a business or farm.
We provide strategic financial advice to individuals, families and businesses.
Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.
I am a Certified Financial Planner (CFP) Professional, Chartered Professional Accountant (CPA, CMA) that is IIROC and Life Licensed.
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he tied for the second highest mark in the country when completing his final certification exam.
As both a Certified Financial Planner with a specialization in estate planning and intergenerational wealth strategies, and a Certified Executor Advisor, Matthew is uniquely equipped to partner with families as they prepare for future estate transitions so as to assure that no details are overlooked and the process is as smooth and efficient as possible, minimizing risks of family conflict and liability. When the time comes that his clients pass away, Matthew is a qualified and experienced resource who partners with his clients' children and walks them through the estate settlement process.
As one of the founding partners at Lighthouse Private Wealth, Matthew has built an industry leading team that ensures a top tier experience for the people and organizations that deal with him.
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October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
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