Expert Consulting for Your Financial Success

Readers Choice 2025 Platinum Winner – Financial Advisor
Readers Choice 2025 Platinum Winner – Tax Preparation
Partnering with Burlington individuals and businesses, Matthews and Associates delivers expert tax and financial planning solutions tailored to help you achieve your goals with confidence.
Financial Solutions You Can Trust
Dave Matthews, FMP CFP
Financial Management Advisor
Certified Financial Planner
Matthews & Associates is a trusted tax and financial planning firm located in Burlington, ONT. We specialize in tax planning and financial planning strategies for individuals and families.
We have been in continuous operation since 1999. Our mission is to implement effective financial strategies, both short and long term, tailored to each client’s unique situation and circumstances.

Strategic Tax and Financial Planning for Your Success
Explore our comprehensive tax and financial planning services, designed to meet your unique needs with precision and care.
Business Consulting
Our consulting services help businesses thrive with expert insights and guidance.
Tax Preparation
We simplify tax preparation, ensuring accuracy and compliance with Canadian tax laws.
Financial Planning
Comprehensive retirement and financial planning advice uniquely tailored to each clients individual situation and circumstances.
CRA Reviews
We offer expert support to navigate CRA reviews with confidence and ease.
What Our Clients Say
John B.
“I’ve been a client of Dave Matthews for 30 yrs. He has treated me in a professional and very friendly manner! Mr Matthews has always looked out for me, especially during times of financial turmoil in which he advised me and helped me to resolve the issues!
Dave is a very knowledgeable and experienced advisor.
I wish him nothing but success and can say client loyalty comes from his professional and knowledgeable experience over the years as we both have aged.“
J. Wright
“Dave Matthews has been doing my taxes for well over 25 years. He is extremely knowledgeable and has helped me time and time again get every penny back on my returns. I’ve been able to just call him up any time with a question and he is more than ready to explain things to me when I find myself confused. Dave has become a good friend over the years and even though I have moved away, it is well worth the 2 hour drive to have his special brand of expertise.”
N. Zandwyk
“I’ve known Dave for over 30 years. Nothing but great things to say. He now does work for my entire family, and everyone is much happier with their new found financial advisor.”
Effortless Tax Services Tailored to Your Business
Please contact us with any questions you may have. we will respond to you promptly.
Or Call us at
(905) 633-8126