About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Larry Matthews

Financial Advisor

Larry’s objective in dealing with his clients is to offer independent advice and comprehensive financial services and solutions that allows for retirement and other financial goals to be realized.

Larry’s clients include business owners, individual investors with well-established portfolios or those who are just starting out on their path towards financial independence.

As part of his ongoing commitment, Larry will always strive to:

Serve you with integrity and professionalism
Develop a plan customized to your specific needs and objectives
Continually and consistently provide you with a wide range of the industry’s products and services
Focus his business on the long-term goals of his clients

Larry values a client’s trust above everything else and once a client makes a decision to work with him, he continually works hard to maintain their trust.

Larry’s credentials include:

Serve you with integrity and professionalism
Develop a plan customized to your specific needs and objectives
Continually and consistently provide you with a wide range of the industry’s products and services
Focus his business on the long-term goals of his clients

Laurence Shepley

Wealth and Investment Specialist

“Planning for the FUTURE starts NOW”

Laurence offers comprehensive financial planning and provides a wide range of products and services to meet personal needs. His Clients include business owners and individual investors who are just starting on their path to financial independence, as well as those with well established portfolios.

He also specializes in serving the needs of retirees who are seeking solutions to the more complex financial issues facing the mature Canadian investor.

Laurence prides himself on long-standing relationships with his clients based on trust, knowledge and confidence. Together we will develop a financial plan tailored to your needs and goals. This will ensure that your financial plan has the flexibility to grow with you. His goal is to build your assets for increased security and peace of mind.

Laurence’s Commitment to you:

Serve you with integrity and professionalism
Develop Financial plans customized to your specific needs and objectives
Maintain superior levels of skill and expertise through continuous education
Continually and consistently provide you with a wide range of the industry’s finest products and services

Matthew Shanks, CFP®

Certified Financial Planner

I provide independent financial advice to ensure that every investment funds portfolio review for a client is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial needs analysis are addressed in a manner consistent with personalized financial service practices.

Combined with my dedication to my clients, my experience in offering financial advice allows me to provide unparalleled expertise when helping my clients to build their wealth while minimizing their taxes.

Matthew’s credentials include:

Certified Financial Planner® professional
Ontario Graduate Certificate in Financial Planning from Humber College
Bachelor of Arts Degree from Brock University
Canadian Securities Course
Life License Qualification Program (LLQP)

Matthew’s Office: (905) 874-6927
Cell: (416) 988-0462
Email: mattshanks@percentageplus.com

Fraser McKeown, CFP®, CLU

Certified Financial Planner®

As a Certified Financial Planner, Fraser brings a genuine passion for helping Canadian families, business owners, and athletes elevate their financial literacy and establish resilient financial strategies. He believes that effective financial planning goes beyond numbers; it’s about understanding your unique goals and connecting them to your values and aspirations.

Fraser is dedicated to empowering clients to build a healthier relationship with their finances, guiding them through the complexities of their financial journeys. He works closely with clients to develop diversified investment portfolios, protect their loved ones with customized insurance solutions, and create comprehensive financial plans that encompass retirement, estate, tax, and family planning.

Certifications:

Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Canadian Securities Course (CSC)
Life License Qualification Program (LLQP)

Fraser was also named a 5 Star Wealth Advisor in Ontario in 2023 & 2024, and a Top 40 Under 40 Rising Star by Wealth Professional Canada.

With Fraser as your partner, you’ll gain the insights and strategies needed to navigate your financial future with confidence and clarity.

Cindy Kennedy

Administrator
Fixed-Term Deposit Specialist

I provide administrative support to all of our clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients’ lives easier and I love seeing our clients succeed not just in their financial lives but also in their personal life goals too.

My primary role is to assist our team to ensure that each of our clients’ financial questions and needs are addressed in the most timely manner possible.

To book an appointment with our team to discuss your financial strategy, please contact us at: (905) 455-0888.