-
Dig Deeper
-
You Can’t Live in the Future
January 23, 2012 By Randy ClearyAll planning discussions begin with the ridiculous question “So how much do you think you will need 25 years from now?” And thus many people have Read More » -
Why We Have So Few Entrepreneurs
October 03, 2011 By Randy ClearyI continuously see references to people as ‘entrepreneurs’. These folks think they are entrepreneurial in nature, but they’re not. What does it mean, then, to be Read More » -
The Growth Thesis
July 10, 2011 By Randy ClearyEveryone needs a thesis. Your thesis is a belief. It is important so that a strategy and a plan of action can be designed. When it Read More »
-
Nicole Allore
Nicole Allore
Nicole grew up in Belleville Ontario, and spent a great deal of time with family and friends from the Madoc, Tweed, Tamworth, and Kingston areas. She later obtained an Honours Bachelor of Commerce Degree from the University of Guelph, majoring in Economics and Finance.
In August 2007, Nicole earned the CFP® (Certified Financial Planner) certification; the only internationally recognized professional financial planning designation. She has a strong commitment to the promotion of competent and ethical financial planning services. Nicole also has highly specialized training in money considerations pertaining to marriage, common-law relationships, and divorce.
Nicole has worked in the financial services industry for over 10 years. Her career has taken her to various cities including Toronto, Guelph, Kitchener and Waterloo.
“I was drawn to the Investment and Financial advisory profession, because I wanted to help and support others; and take part in a dynamic and ever changing industry. As an Advisor, I am able to marry my love of working with people, with my love of analyzing facts and figures. I was happy to join MatRx Financial Group, because here I have access to all of the “tools of the trade”; we are not limited to one type of investment vehicle or product. This enables me to build the best possible investment portfolios for my clients.
Another important factor for me, are the Firm’s core values and beliefs. At MatRx Financial Group, we believe in “digging deeper”. The first step to getting the things you want out of life is to decide what you want. The next step is to prioritize. This can be easier said than done. We help clients to become more mindful of how all their resources are allocated, and how this can be tied to ones’ values, and can lead to having a mastery over one’s own life.”



