Who we are.
We’ve always believed that with the right idea, the right strategy, and the right team, anything is possible.
That mindset is what led to the founding of MPWMI, a wealth management firm built on one mission: helping people take control of their financial future.
We primarily work closely with private clients across Canada, many of whom have over $1,000,000 in investable assets. But no matter where someone is starting from, we’re always open to hearing their story. If we can help, we will, because at the end of the day, that's what this business is all about.
Over the past 10+ years, we’ve dedicated ourselves to learning everything we can about wealth management. We've spent thousands of hours researching markets, strategies, and financial planning concepts to ensure we're giving our clients the best possible advice. Whether it’s building a tax-efficient retirement plan, structuring insurance coverage, or managing investments across a diversified portfolio, our clients always come first.
At MPWMI, our approach is independent and unbiased. We offer solutions that are custom-built around each client’s life, goals, and values. That means no sales quotas, no one-size-fits-all portfolios, just thoughtful, strategic planning with a clear purpose.
On a personal level, we thrive on building relationships, teaching, and helping others. We take pride in doing things with professionalism, class, and integrity, and bring that mindset into every client conversation. We’re also passionate about cooking, aviation, and discovering new investments, whether it’s a hedge fund, a stock, or even a rare timepiece or work of art. If it has potential to grow in value, we’re interested.
We feel incredibly fortunate to do what we do. Helping people build wealth, protect their families, and feel confident about their future is a privilege we don’t take lightly.
Our Team.
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Matthew Patafie is a CFP® (Certified Financial Planner) with over 12 years of investment industry experience and a spotless compliance record. He works primarily in the private client space, serving high-net-worth families and business owners across Canada. Known for his client-first approach, Matthew delivers personalized financial planning, investment management, and insurance strategies tailored to each client’s unique goals. He genuinely enjoys helping people and is known for providing clarity and reassurance, especially during times of uncertainty.
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Daira Collin brings many years of customer service experience to the team and plays a key role in ensuring our clients feel supported every step of the way. Her greatest strength is her genuine care for others, she takes pride in going above and beyond, always working diligently until the job is done right. Daira’s dedication, warmth, and reliability make her an invaluable part of the client experience at MPWMI.
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Mollie’s role is pivotal in ensuring a seamless client experience. Her charisma and warmth immediately put clients at ease, fostering a welcoming and confident environment for addressing their financial needs. With exceptional interpersonal skills and a diligent work ethic, Mollie thoroughly understands each client’s goals, allowing her to support the advisory team effectively. Her attention to detail and personalized approach enhance trust, facilitating the delivery of wealth management strategies tailored to clients’ long-term objectives. Mollie’s approachable yet professional demeanor makes her an indispensable part of the team, building lasting relationships grounded in expertise, reliability, and genuine care.