About Us

Matthew Cole, CFP®, EPC

Certified Financial Planner® professional
Elder Planning Counselor

I started my financial services practice in 2007 and have built a solid client base largely on referrals from happy clients and by proving my value, knowledge & genuine care in developing client-focused plans.

From the beginning, my clientele has grown to consist of people and businesses from all walks of life. Whether you are just starting out, or have an extensive portfolio, I have the skills and experience to take what you are doing and make it better. I have built a reputation for personal and professional service and for going above and beyond for my clients.

I accomplished a Bachelor of Commerce Degree (B. Comm) and an Agriculture Diploma in Business Management from the University of Guelph. I further extended my qualifications by completing my Certified Financial Planner (CFP) professional designation in 2013 and my Elder Planning Counselor (EPC) designation in 2018. As a Financial Advisor, I am qualified to provide mutual funds, exchange traded funds, exempt market products, and life insurance products in the province of Ontario. These products and services, when combined with my personalized approach and solutions form integral parts of your financial life strategies.

My commitment to you is one-on-one service excellence and providing comprehensive financial advice on investments, insurance, retirement, business succession and agriculture, investment tax minimization strategies, estate planning, education, charitable giving and cash management.

I enjoy helping people build a sound financial base with unique tailored strategies.

NorthStar Administration Team


Our administrative team is the first point of contact for new and existing clients meet when calling or visiting our office. Trained in all aspects of administration, clients have benefited from their knowledge and commitment to personal service. Whether you need help getting a recent statement, completing a form, or need follow-up on a pending transaction, Sandi and Jennifer can assist you.

Sandi:

Administrative Assistant & Customer Service Representative

Sandi graduated from University of Guelph receiving a Bachelor of Science and a Masters Business Administration (Intergenerational Farm Transfers). She has put her administrative skills to work in the Agriculture industry for several years and is a key part of our team at Northstar Wealth Management. Sandi enjoys the farm life with her husband on their family farm in Wellington County. She invests much of her time with her family and with her horses in the Equine Assisted Learning Programs.

Jennifer:

Administrative Assistant & Customer Service Representative

Jennifer has 30+ years of experience in the hospitality industry. She previously held roles as an administrative assistant, a human resource coordinator, and controller. She has a passion for high-quality customer service and is excited to work in the financial industry where she can apply her skills as part of the NWM Team.

Jenn Cole

Jenn Cole

Co-Owner / Business Manager

Jenn has been deeply involved since the onset, helping the business grow since 2007. She has played many roles within the company, from administrative assistant, marketing coordinator, supply regulation, bookkeeping, payroll, employee training, and all other behind the scenes transactions for our family business, while also running her Physiotherapy practice out of the same building.

Jenn is fully invested and committed to growing the business to provide all the resources needed to reach our client's goals.

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