Brad Matthews is a CERTIFIED FINANCIAL PLANNER^® professional, known for his dedication to helping clients achieve their financial goals. With a wealth of experience and a deep understanding of financial strategies, Brad provides personalized advice tailored to each client’s unique needs. His professional journey is complemented by his background as a former golf professional and his membership in the PGA of Canada, showcasing his commitment and expertise in both finance and sports.

Outside of his professional life, Brad cherishes his time at the cottage with his wife, children, and grandchildren. These moments spent with family are invaluable to him, offering a perfect balance to his career. Whether it’s enjoying a peaceful day by the lake or engaging in family activities, Brad values the joy and connection that these times bring, blending his passion for financial planning with a fulfilling personal life.

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Mark is a Senior Wealth Advisor with Matthews Private Wealth and has been a Financial Advisor since 2004, all in the Waterloo region. Before that, Mark worked for another institution for several years as an Operations Compliance Manager in their wealth management department. Mark is passionate about developing financial strategy tailored to client's specific goals. Mark has his Mutual Funds License and his Life Insurance License. 

Mark is a proud father of two children and lives with his wife Heather in Waterloo. He enjoys playing hockey and golf and following football.

Since the beginning of his career in 1997, Paco has always made clients’ peace of mind and financial future his top priority. Paco’s extensive experience and warm, down to earth personality offers clients convenience, consistency, stable results, and incredible customer service. 

"I love what I do," Paco says. "I love the rapport I have with clients and sharing knowledge so they can have a clear financial roadmap for today and well into the future." 

In the business for 25 years, Paco brings a level of expertise that is based on what he calls 'total picture planning.'

"The only way to give proper advice is to take a holistic approach and to understand a client’s specific scenario. It’s what brings validity to any recommendation." 

Paco earned a five-year BA degree from the University of Waterloo, specializing in Economics and Finance. He is a devoted family man and together with his wife Christine, has two lovely daughters, Lauren and Katherine. Born in Madrid, Spain, Paco moved to Kitchener-Waterloo with his family as a young child and is also fluent in Spanish. Paco has a passion for golf and enjoys playing with family, friends and clients.

Dino helps individuals, executives, business owners and corporations with all their financial planning needs. These dealings include Risk Management, Cash Flow Planning, Corporate and Personal Wealth Management, and Insurance and Estate Planning. Dino has been providing guidance to clients since 1999. He holds his CERTIFIED FINANCIAL PLANNER^® designation and has enhanced his accreditation by obtaining a Financial Management Advisor (FMA) designation. 

Dino is a long time resident of Burlington and is married to his wife Katy and they have three wonderful children: Giuliana, Ella and Lorenzo. He is actively involved with soccer programs within his local community.

Russ is known as an experienced and respected financial planner throughout the financial industry for his knowledge, high energy and enthusiasm. His unique ability allows him to take extremely complicated financial and tax planning issues and simplify them for clients.

Russ also contributed numerous articles to local newspapers. He is regularly featured as a keynote and guest speaker at IG conferences across the country. A strong believer in supporting the community, Russ contributes to many charities and organizations. He is married to Rita and has three children and six grandchildren.

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Kylie joined the Matthews Private Wealth team in 2019. She is a graduate of the McKeil School of Business, where her focus was financial services. As a CERTIFIED FINANCIAL PLANNER^® professional, Kylie is focused on providing clients with a comprehensive financial plan, as well as superior client service. For Kylie, the big picture is important, watching clients grow and reach their goals has become a driving force in her career. Born and raised in Hamilton, Kylie loves to try new restaurants, explore new places, and you can always find her on a patio when it’s nice out.

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Brayden joined Matthews Private Wealth in 2025. He graduated from Wilfrid Laurier University with a degree in Economics and Financial Management, and holds his QAFP (Qualified Associate Financial Planner) designation along with his life insurance license. 

Brayden takes a thorough, personalized approach to financial planning by working closely with clients to understand their goals and building strategies designed to grow and protect their wealth over the long term. His background in customer-facing industries allows him to translate complex financial concepts into clear, actionable plans that clients feel confident in. 

Having grown up in Waterloo, Ontario, Brayden enjoys playing hockey in the winter and golf in the summer. In his free time, he likes being active in the gym, playing the guitar, and spending quality time with friends.

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Evan joined the Matthews Private Wealth team in 2026. He graduated from McMaster University with a degree in Engineering before spending several years working in Industrial Automation. His engineering background has shaped a thoughtful, analytical approach to problem-solving, which he brings our financial planning team Evan believes finances should be straightforward, and is dedicated to working with you to make that a reality. 

Evan is a dedicated father of two young girls. His free time is a healthy mix of chaos and quality time. From diaper changes to soccer games, Evan understands that finances shouldn’t be taking clients away from the things that matter most.

As Practice Manager for Matthews Private Wealth, Hilary plays a key role in ensuring the practice operates seamlessly and efficiently. She is responsible for overseeing day-to-day operations, resolving challenges, and bringing the team's vision to life while maintaining a strong focus on policies, and procedures. Her proactive approach helps prevent issues before they arise and ensures that client and team needs are addressed accurately and in a timely manner. In addition, Hilary plans and coordinates client appreciation events, that strengthen relationships and enhance the client experience. 

Hilary is passionate about creating a positive experience for both clients and team members. She believes that a well-run practice is the foundation of exceptional service, fostering clear communication, reliability, and confidence that every detail is being handled with care. Her commitment to operational excellence allows the team to focus on helping clients achieve their financial goals with peace of mind. 

Outside of the office, Hilary is a proud mother of two young boys. Much of her free time is spent at the hockey arena cheering them on with her husband, spending quality time with family and friends, or attending a spin class to stay active and energized. Her dedication to family, teamwork, and community is reflected in both her personal and professional life.

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Richard is a Senior Assistant with Matthews Private Wealth, having joined us in October 2019. Before that, Richard enjoyed a 28 year career in the financial services industry, much of that in senior management roles in Investment Operations at another institution. Richard is licensed for mutual funds and life insurance and, as a CERTIFIED FINANCIAL PLANNER® designation holder, is passionate about developing goals based financial strategies for clients. 

Richard’s personal interests include golf and vacation travel, but he most values time spent with his wife and two daughters, at home or at their lakefront cottage in Port Elgin.

Deb Wettlaufer is the Mutual Funds Advisor Assistant to Mark Healy. She has over 20 years administrative experience and is Life Insurance and Mutual Fund licensed. Her responsibilities range from assisting with meeting coordination and report preparation to managing daily administrative and client service matters. 

Deb is married with two adult children. She enjoys traveling, jigsaw puzzles and spending time with family and friends.

Julie has over 20 years of experience in various customer focused roles. As an Executive Assistant, her role includes greeting clients and handling inquiries, meeting coordination and preparation and various other administrative duties. 

Julie enjoys spending time with family and friends, travelling and antiquing. When not at work, she is busy with her two children and her dog.