Co-operators – Matthew Donohoe Insurance

Matthew Donohoe

CFP® , CHS , CLU®
Financial Planner*
Mutual Fund Investment Specialist**

Matthew provides holistic financial and estate planning. Matthew is a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). CLU designation holders are regarded as elite professional Financial Advisors who specialize in developing effective solutions for individuals, business owners and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer. Matthew also holds the Certified Health Insurance Specialist (CHS) designation. CHS holders provide expertise in all areas of health insurance, including group benefits, critical illness and disability insurance.

His key specializations include: advanced estate planning and wealth transfer management, retirement planning, financial planning, business succession planning, group benefits, life and health insurance, business general liability, and errors and omissions liability.

He takes pride in being able to provide financial security to Canadian families and businesses by recommending adequate insurance and investment solutions to help build and preserve their wealth.

Much of his spare time is spent playing soccer, attending Toronto FC and other sports matches, spin classes, the gym, and golfing when he can. He has a passion for non-profit organizations, is active in the community and is involved with the Reach Out Centre for Kids (ROCK).