MATT PATTERSON
As a Certified Exit Planning Advisor (CEPA®), Matthew Patterson is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
I’m a Financial Advisor with Edward Jones, based in Georgina, Ontario, where I’ve lived and worked for nearly 15 years. I work with business owners, families, and individuals navigating life transitions—helping them make sense of complex financial decisions and move forward with clarity and confidence.
Before entering financial services, I worked as a private investigator. During that time, family members asked for help understanding an investment they were part of. I leaned on my research skills and natural curiosity to break it down into plain language. What struck me most was how their limited understanding was negatively impacting their financial future.
That experience taught me two things:
1. Clear, honest guidance can be incredibly powerful
2. I didn’t want to spend my career just identifying problems—I wanted to help solve them
That realization ultimately led me into financial planning.
Today, I hold the CERTIFIED FINANCIAL PLANNER® designation and CERTIFIED EXIT PLANNING ADVISOR (CEPA) designation. Alongside families and individuals, I work closely with business owners, particularly around succession and continuity planning. Honesty, integrity, and putting clients first guide how I work and how I build long-term, trusted relationships.
Georgina is often overlooked and underserved, and being local matters to me. I’m active in the community and enjoy curling, softball, and spending time with my wife, our two daughters, and our young puppy. I value long-term relationships, practical thinking, and being someone people can rely on when decisions feel overwhelming.
If you’re looking for a straightforward conversation with someone who values clarity and long-term thinking, I’d be happy to connect.
, associated_contact_record_id=64703640871, website=https://www.edwardjones.ca/ca-en/financial-advisor/matt-patterson, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778087289837, notable_achievements=I’m a Financial Advisor with Edward Jones, based in Georgina, Ontario, where I’ve lived and worked for nearly 15 years. I work with business owners, families, and individuals navigating life transitions—helping them make sense of complex financial decisions and move forward with clarity and confidence.
Before entering financial services, I worked as a private investigator. During that time, family members asked for help understanding an investment they were part of. I leaned on my research skills and natural curiosity to break it down into plain language. What struck me most was how their limited understanding was negatively impacting their financial future.
That experience taught me two things:
1. Clear, honest guidance can be incredibly powerful
2. I didn’t want to spend my career just identifying problems—I wanted to help solve them
That realization ultimately led me into financial planning.
Today, I hold the CERTIFIED FINANCIAL PLANNER® designation and CERTIFIED EXIT PLANNING ADVISOR (CEPA) designation. Alongside families and individuals, I work closely with business owners, particularly around succession and continuity planning. Honesty, integrity, and putting clients first guide how I work and how I build long-term, trusted relationships.
Georgina is often overlooked and underserved, and being local matters to me. I’m active in the community and enjoy curling, softball, and spending time with my wife, our two daughters, and our young puppy. I value long-term relationships, practical thinking, and being someone people can rely on when decisions feel overwhelming.
If you’re looking for a straightforward conversation with someone who values clarity and long-term thinking, I’d be happy to connect.
, linked_in=https://www.linkedin.com/in/pattersonmatt/, company_name=Edward Jones Canada, name=Matt, hs_object_id=47625490449, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=L0E 1R0, username=mattpattersonedwardjones, status=Published, hs_updated_by_user_id=78050139}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.ca/ca-en/financial-advisor/matt-patterson - Phone: 9057229218
- City: Sutton West
- State: Ontario
- Postal Code: L0E 1R0
- Country: Canada
- Designations: CFP
- Markets Served:
- Company Name: Edward Jones Canada
- LinkedIn:
https://www.linkedin.com/in/pattersonmatt/
