Leyland & Matters exists for one kind of client: the Canadian family whose estate is large enough, and complex enough, that the wrong plan costs millions. We protect legacies with the same care you invested in earning yours.
01 Why us
Our independent advice cuts through the marketplace. We begin with your needs and circumstances, not with a product list. The strategies we recommend are in your best interest, free of any external influence.
Every engagement starts with a deep dive into what you own, what you owe, and what you want your wealth to do. The instrument earns its place at the end, never the beginning.
Our foundation as Chartered Accountants means every solution is checked against your broader tax, wealth, and estate picture. Over 35 years of combined experience in wealth management and life insurance.
We have access to all major Canadian life insurance companies, so the recommendation fits you, not a sales target. Our Managing General Agency is TruStone Financial.
02 How we work with your advisors
Significant wealth already comes with advisors: an accountant, a lawyer, a portfolio manager. We do not replace them. We immerse ourselves in your financial universe and integrate with the team you trust, so the strategy considers every aspect of your wealth and nobody works at cross purposes.
That is also why CPAs, estate lawyers, and wealth managers refer their complex cases to us. We work in confidence, beside the client's existing advisors, never around them.
03 The principals
Doug left a large dealer over conflicts with its own in-house products. He then founded his own independent investment firm, yourCFO Advisory Group. In 2013 he climbed Mount Kilimanjaro with his children. The guides kept saying pole pole. Slowly, slowly. He protects and grows wealth the same way.
Jordan is the Treasurer of Shifra Homes and a member of the Estate Planners’ Council of Halton. Clients get a tax mind, a steady manner, and answers in plain English.
Seven specialists stand behind them
Meet the whole teamOne conversation answers it. Confidential, unhurried, and without obligation.