Leyland & Matters grew from a vision shared by Doug Leyland and Jordan Matters: give wealthy Canadian families the kind of insurance advice an accountant would actually sign off on. Over 35 years of combined experience, with a foundation as Chartered Professional Accountants.
01 The principals
Doug concluded that any firm which both manufactures investment products and sells investment advice is in a conflict of interest. So in 2000 he left and founded his own independent firms, yourCFO Advisory Group and yourCFO Insurance Solutions.
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.
Read full bio02 The wider team
Behind Doug and Jordan stands a bench covering operations, underwriting, advanced case design, compliance, and living benefits.
Manager of Operations & Client Care
With the team since 2000, Jenn has worked across client services, operations, and compliance. She sets the client service standards the firm is known for.
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Senior VP, High Net Worth & Insurance Sales, TruStone Financial Inc.
James started in life insurance product development and has spent a 35+ year career structuring policies for high net worth clients. He is a member of the Conference for Advanced Life Underwriting.
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Head of Tax and Estate Planning, High Net Worth Team, TruStone Financial Inc.
With close to 30 years in the industry, David has worked as an advisor, advanced case consultant, insurance specialist, and head of insurance sales at well-known distribution firms. He helps investment advisors grow their insurance practices and guides clients through complex estate planning solutions.
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Head of Tactical Field Underwriting, TruStone Financial Inc.
Michelle leads the confidential underwriting conversation. She gathers what insurers need to know, speaks their language, and works with technical underwriters from day one for the best pricing and approval decisions.
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First Contact Officer
The first voice you hear at Leyland & Matters. Chuck identifies successful families who could benefit from the firm’s help and opens the door to that first conversation.
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VP, Group Insurance & Retirement Solutions, TruStone Financial Inc.
Jason builds group insurance and retirement solutions around a Prevention First approach to client health and wellness.
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Senior Compliance Manager, TruStone Financial Inc.
Godfrey keeps every recommendation inside the lines: regulatory adherence, risk mitigation, and a culture of compliance.
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Senior Large Case Manager, TruStone Financial Inc.
Thirty-five years in the industry, hand-selected for TruStone’s High Net Worth team. Audrey is the operational backbone who keeps complex cases moving between clients, advisors, and carriers.
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Independent Life Insurance & Living Benefits Consultant
One conversation starts it. Confidential, and without obligation.