When we founded Arthur Wealth Management in 2022, we wanted to create a family office that empowers people to take control of their financial future through collaboration and education. As the saying goes: you don’t know what you don’t know, so we include you in every stage of planning, keep you informed and involved through regular reviews, and work with you, so you fully comprehend the strategies in your plan.

Matthew Arthur | Certified Planner | Arthur Wealth Management

Matthew Arthur CFP, CIM

Certified Financial Planner
matthew.arthur@dfsin.ca

With over a decade of experience in the financial services industry - both as a planner and in customer service - Matthew loves meeting people and understanding what’s important to them and their families. He enjoys taking each person’s unique life experiences and career paths and turning that into a personalized plan that highlights their strengths and gives them opportunities to grow.

Prior to founding Arthur Wealth Management, Matthew worked for the Bank of Montreal (BMO) for over nine years. In his career, he’s worked as a Financial Planner, Customer Service Rep, Personal Banker, and Portfolio Assistant at BMO Private Investment Counsel. The variety within his career has given him a depth of knowledge in all areas of wealth management. He partnered with Desjardins Financial Security Independent Network in January 2021 and opened his firm under their umbrella.

Outside of work, you can find Matt spending time with his family and friends at the cottage, on a restaurant patio, or cheering on the Ottawa Senators or Redblacks. He’s passionate about sports and is an avid golf and hockey player. 

Licensed for mutual funds in the Provinces of Ontario, Quebec, Alberta, British Columbia, Nova Scotia, and PEI.

Licensed for life and health insurance in the Province of Ontario.

Awards and Recognition

  • New Advisor of the Year - Canada - 2021
  • Investment Advisor of the Year - Ottawa - 2021
  • Investment Advisor of the Year - Ottawa - 2022
  • Wealth Professional Top 40 Under 40 Rising Stars in Canada - 2023 
  • Wealth Professional Best Financial Advisors in Ontario | 5-Star Advisors - 2024

Grace Lian

Life & Health Insurance Advisor
Grace.lian@dfsin.ca

Grace possesses a wealth of knowledge and experience with over a decade in the Financial Services Industry. Prior to joining Arthur Wealth Management, Grace worked for a major bank for 12 years as a Customer Services Representative, Financial Services Manager, and a Financial Planner. 

Grace has a passion to assist individuals, families, and business owners in securing their financial future through a straightforward and personal approach. She believes in creating lasting and trusting relationships with clients by listening to what is most important to them and find the best solution for their needs. She is dedicated, with strong industry ties and relationships. She demonstrates loyalty to clients and provides knowledgeable and compassionate Retirement, Estate and Tax Planning services.

Grace is Bilingual in English and Mandarin, and is licensed for Life and Health Insurance in the Province of Ontario.

Outside of her profession, Grace loves to spend time with the family and friends, she is an avid traveler, movie buff and a foodie.