Regional Wealth Planner
Mathieu Kouri CPA, CA, CGA, M. Fisc
As a regional Wealth Planner, Mathieu Kouri facilitates the delivery of wealth planning reports. Using a needs-based approach, Mathieu works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Mathieu delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Mathieu became part of Assante Private Client in 2018. Prior to this he was a tax specialist at MNP. As a tax specialist, Mathieu gained extensive experience collaborating on consulting mandates for individuals, trusts, and private companies, focusing mostly on corporate reorganizations and owner managed businesses. Mathieu also worked at Deloitte and KPMG where he primarily focused on small and medium sized enterprise and public corporations in the tax department.
Mathieu is Chartered Professional Accountant (CPA) with a master’s degree in Taxation from Sherbrooke University. He is member of the Chartered Professional Accountants of Quebec, the Canadian Tax Foundation and the Association de planification fiscale et financière.