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Matthew Donohoe
CFP® , CHS , CLU®
Financial Planner*
Mutual Fund Investment Specialist**
Matthew provides holistic financial and estate planning. Matthew is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). CLU designation holders are regarded as elite professional Financial Advisors who specialize in developing effective solutions for individuals, business owners and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer. Matthew also holds the Certified Health Insurance Specialist (CHS) designation. CHS holders provide expertise in all areas of health insurance, including group benefits, critical illness and disability insurance.
His key specializations include: advanced estate planning and wealth transfer management, retirement planning, financial planning, business succession planning, group benefits, life and health insurance, business general liability, and errors and omissions liability.
He takes pride in being able to provide financial security to Canadian families and businesses by recommending adequate insurance and investment solutions to help build and preserve their wealth.
Much of his spare time is spent playing soccer, attending Toronto FC and other sports matches, spin classes, the gym, and golfing when he can. He has a passion for non-profit organizations, is active in the community and is involved with the Reach Out Centre for Kids (ROCK).
Location
Oakville
Email
Cathie Han
Associate Insurance Agent
Cathie provides amazing service to our valued home, auto and life insurance clients in both English and Mandarin. She focuses on helping build savings and retirement plans with our life and investment products, and can help protect your financial future through life and critical illness insurance.
Cathie looks forward to helping people protect what matters most, while saving and growing to meet their financial goals. Cathie is involved with her daughter’s school council in Oakville, and completed the Marketing Management post-grad program at Sheridan College.
Location
Oakville
Email
Devon Mead
Associate Insurance Agent
Devon is a trusted Associate Insurance Advisor and valued member of our team, dedicated to providing top quality service to both our individual and corporate clients. While primarily specializing in home and auto, Devon has recently branched out into business insurance, recognizing an opportunity to offer new services to clients.
He is driven by the goal of providing top-notch coverage to his clients and helping them protect their assets and livelihoods.
In addition to his professional pursuits, Devon is also a very active and outgoing person. He enjoys spending time with friends and family, and is particularly passionate about rock climbing and building model dioramas of both nature scenes and medieval buildings.
Devon brings a wealth of knowledge and dedication to his clients. He is respected and admired by his peers for his commitment to his profession, his passion for his hobbies, and his friendly and approachable personality.
Location
Oakville
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.