Financial Planning Services and Advice with Mateusz

Planning for financial freedom is more complicated then simply saying “I’m gonna retire at 65”.

Over the years more investment’s options and tax planning strategies became accessible to all Canadians. During our lives there are multiple life stages that require appropriate strategies and financial products. I can assist you in ensuring your financial freedom and independence during your dream retirement while ensuring your financial security during working years.

Clients working with a Certified Financial Planner can rest assure that their interests are primary consideration and objective advise will be provided to best achieve their financial goals – what ever it may be as CFP planners are bound by their fiduciary duties and uphold to the highest standards in financial industry.

Over 20 years of experience working for you

Mateusz has been involved in the financial industry since 2003 when he obtained his Insurance and Mutual Funds licenses. Mateusz is licensed to provide insurance and investment advice in Ontario province. 

Attract and retain great employees with a benefits plan that looks after them and their families.

Taxes Simplified

Making taxes work for you. Let me use my 20 years of experience help you keep more of your money.

I’m committed to assisting you in achieving your dreams.

My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:

  • Protect yourself should you be faced with a disability, a loss of independence or a serious illness
  • Plan the financing of all your financial goals and projects
  • Manage your debts
  • Establish your financial needs at retirement
  • Creating and monitoring of investment/retirement plans
  • Assist in collection of all pertinent information to create your estate plan and/or a will

Expert Investment Advice

Thanks to the support and assistance of a dynamic team and existing network of trusted experts in other financial service-related fields, I am able to offer you a full range of services and advice on all tax and legal issues that will benefit your financial security.

Meet Matt

What My Clients Say

  • Not all Insurance products are the same. Likewise, not all brokers are created equal. I have known Matt for a number of years. He not only offers a wide range of insurance and investment products, but he provides the much needed advice on what wa best for me. I highly recomend giving Matt a call.

    - Roger, Oakville

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  • Quality time spent with clients and advice you can rely on. Thanks. Mateusz Sak

    - Scott, Milton

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  • Mat Sak with MS Wealth is a highly accredited Financial Services provider with rich knowledge of and access to many of the products in the market of Ontario Canada. MS wealth will help guide you to identify your personal insurance needs and build a comprehensive financial plan that will secure and preserve your wealth for you and your family.

    - Daniel, Burlington

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  • I had the pleasure of meeting with Mat to discuss his services. I was impressed with the range of services he has to offer and his approach with his clients. He takes the time to get to know the individual needs of his clients and makes recommendations based on the client rather than selling a product that can benefit the insurance company the most. Mat is experienced and knowledgeable in his field and will work to get you the coverage that works best for you. I highly recommend Mat for all your life and health insurance needs.

    Dr. Lisa R, Chiropractic Services


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  • I had the pleasure of meeting Mat recently. We spent time together discussing his business and what makes him so passionate about helping others. I’m sure he will share that story with you. I know understand his drive, motivation and concern for helping young families. Mat is hard working, trust worthy and reliable. I have no hesitation when recommending him to clients, friends and families that I deal with on a regular basis.

    Stephanie G., Mortgage Agent


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  • I recently had the pleasure of meeting with Mat to get a better understanding of what offering his business provides. Mat specializes in life, disability and medical insurance. Mat is extremely professional, but also cares about his clients. He insures that he knows their needs and then sets out to find the right insurance for them. He does not sell insurance like a cookie cutter – one package working for every client. I was also impressed with his ongoing client contact. That is so important. I found Mat to be passionate about his clients which is a wonderful trait to have. I would highly recommend Mat to friends or clients of mine simply because he cares.

    Norma Jean B., Stage Worx Home Staging & Design


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