Over the last 25 years Matthew has held senior positions with several financial services firms in the areas of client relationship management, operations, marketing, new products and business development. With a background that includes being a trust officer, branch manager, compliance officer, sales manager, facilitator and coach, he understands the challenges facing entrepreneurs today.

Matthew spent ten years in a fee-based financial advisory business, as well as being vice-president in a financial planning software company. He is a co-contributor to the Best Practices Manual published by Advocis, Canada’s largest association of financial advisors; and was a co-recipient of the Canadian Investment Awards 2007 Advisor Education Award. He has worked with entrepreneurs helping them create value in their businesses, grow their revenues, and increase their life enjoyment.

Matthew has a Bachelor of Science (Environmental Science & Economics) and holds the MTI, CIM, FCSI, and CFP designations. He is also completing a Master of Distance Education program, specializing in design and motivation in adult learning.

Matthew is a responsible for the learning effectiveness of our programs, in addition to acting as facilitator and coach. He is an expert in learning management for adults having developed programs for experienced business managers and owners. Matthew is responsible for the instructional design and strategy for implementing our offering in multiple vertical markets.

A Simple Communications Model

Matthew Asser | April 13, 2009

In the first installment of this series we introduced the notion of adopting a strategic approach to your communications and introduced two of the six steps to effective communications: (1) keeping the needs of your audience in mind, and (2) defining your communications...

Overcoming "Dehydrated Voice"

by Matthew Asser | December 22, 2008

Do you ever just sit and stare? I know I do . . . but sometimes there are also thoughts running and whole conversations being conducted internally. Of course it’s always a good idea to keep those internal conversations, internal . . . especially if you are...

Build It and They Will Come . . . Fact or Fiction?

by Matthew Asser | April 7, 2008

"Build it and they will come."... Fact or Fiction? (First in series discussing effective communication strategies) We need a blog. If we had a blog we'd be able to demonstrate our commitment to the industry, the profession and our clients, it will put us...