Chris Matthews, CLU
Chris founded CJM Solutions+ in 1985 after building his career selling life insurance and related products for Dale & Company (Halifax) and Special Risk Accident Insurance, Group Insurance, and Pension and RRSP benefits for Citadel Assurance Company.
He has built a thriving business with the creativity and capacity to handle an extensive array of benefits packages.
With the capable assistance of a hand-picked staff, CJM Solutions+ has provided their clients with great quality service since 1985.
Call Chris at 902.421.1908 ext 326 or
While Jamie is new to our team, he’s not new to business. After graduating from Saint Mary’s University he spent the following 15 years working in the financial services industry. During that time, he’s built an impressive skill-set and reputation for being one of those positive leaders that gets things done. He certainly impressed us and became a partner in 2013.
He’s excellent at taking the time to really understand and address risks that might be present and then recommending solid solutions that are based on what his clients want, not anyone else.
Jamie is upbeat, fast-paced and results-focused; a great addition to any team (and we’re thrilled he’s on ours).
Call Jamie at 902.421.1908 ext 25 or
Roger Sinclair, CFP
Roger is one of the founders of SBW Wealth Management & Employee Benefits. He’s spent 30 years providing practical financial wisdom to clients throughout Atlantic Canada and is truly recognized as a national leader by the industry.
Born and raised in Prince Edward Island, Roger is a graduate and former member of the Board of Governors of the University of Prince Edward Island. He has also been (and continues to be) an active member of Advocis and CALU – two important advocacy groups representing the financial services industry to several areas of federal and provincial government.
Both for his clients and his profession, Roger steps up to lead when people need to get clear and take action to tackle a problem. It’s not uncommon to hear him say, “we’ve lived hundreds of lives” when he talks about the work he does. Through the years, his clients have brought all manner of financial opportunity, challenge and complexity – he really has seen it all. And Roger’s response is invariably consistent and reliable. He brings a clear approach to understanding the priorities of his client, develops approaches to address them, helps them implement it and then continues to work with them through a program of ongoing review and adjustment.
And perhaps that’s the reason Roger is so active with community volunteer groups – he knows how to understand the challenge and then create a clear path of action. Roger currently serves on the board of Brigadoon Children’s Camp Society, is Chair of their Capital Campaign, and is a former member of the National Board of Directors of the Canadian Cancer Society and past Chair of the National Planned Giving Committee.
Roger is skilled and passionate in his work, and his contributions to his community and industry.
Call Roger at 902.421.1908 ext 18 or
Andrew has been around businesses his entire life. He’s seen how great it can be, how trying it can be and how important it is to make the best use of a business structure to protect and grow the wealth that’s being created.
He’s a Certified Financial Planner and Chartered Life Underwriter and takes a very deliberate and considerate approach to his client work. A Commerce graduate from Saint Mary’s University, Andrew previously worked as the Regional Manager of Life Insurance Marketing with Great-West Life and has over twelve years of applied expertise working in the financial services industry.
As a partner at SBW Financial, Andrew works directly with business owners, and their families. He helps them to think outside of the business by looking at the areas of tax planning and estate planning, retirement planning, income protection, and life insurance analysis.
He has been a continuous member of Advocis (the national industry association) since entering the industry in 1999, and he gives back to his community through his work with the Halifax Progress Club. He actively coaches soccer and hockey in Halifax, and was previously the Chair of the Board of Directors for the Kings Meadow Home in Windsor, Nova Scotia.
Call Andrew at 902.421.1908 ext 21 or
Peter Thompson brings over twenty years experience in employee benefits consulting to the team. He has extensive experience the offshore and related industries and the special needs of clients with employees working in international jurisdictions.
A graduate of Acadia University, Peter is active with various community organizations and his church.
Call Peter at 902.421.1908 ext 23 or
Dave Meagher, BBA, CFP
Benefits Consultant, Individual Financial Planning
Dave has a passion for the benefits industry that originated with family. Shortly after graduating from Cape Breton University with his BBA, Dave was asked by his father, “Can I afford to retire?” Dave helped him do just that, and has devoted his career to helping people envision their lives and make the appropriate plans ever since. He is our group investment/pension and retirement income specialist.
Dave is a Certified Financial Planner, member of the Financial Planners Standards Council and Advocis. He has the educational and practical background to deliver expertise in the areas investment and risk management, having a worry free retirement, and estate planning. He’s a financial consultant who is easy-to-talk-to and an advisor who will partner with you to simplify the industry and get your savings invested properly.
Dave is a past chair of the Best Practices Committee of the Canadian Institute of Financial Planners. He is married to his wife Angela and they have two teenage children, James & Claire. Dave is an avid fisherman and enjoys playing hockey and skiing in the off-season.
For valuable advice, call Dave today at 902.421.1908 extension 325 or
Lorie joined our team in the spring of 2014. After graduating from McMaster University, Lorie spent the next 15 years working in the Biotech and Pharmaceutical Industry. During this tenure, she has developed a passion and in depth knowledge of the health care industry, how it is run and the importance of healthy living.
She is an excellent communicator and problem solver. If there is a solution, Lorie will find it.
Lorie not only believes in healthy living, she also lives it. She is extremely active in the Dartmouth paddling and running community.
If you value advice, call Lorie today at 902.421.1908 extension 330 or
Benefits Consultant, New Brunswick
Jeff has been in the financial services industry for the past 5 years joining Freedom 55 Financial immediately after graduating from the University of New Brunswick with an Accounting Major. After working in accounting positions with JD Irving Limited during university, Jeff decided that bean counting wasn’t for him. He much prefers the insurance and investment world, so for the past 4 years Jeff has focused on employee benefits, pension plans, and personal financial planning.
Jeff has now teamed up with CJM Solutions + to extend their exceptional offering throughout New Brunswick. Jeff has lived in New Brunswick his entire life and he and his wife are growing their family in Saint John.
To contact Jeffrey call him at 506-453-7040 extension 325 or
Information Technology, Accounting and HR
A friend in need, a charity with a cause, a database needing to be rebuilt; Kelly drops everything to lend a hand. At CJM Solutions+, Kelly’s role is no different.
Kelly, a Certified Associate in Project Management, was originally brought on board to make procedures more efficient using technology, but as the company has evolved, so has Kelly’s scope. She’s now responsible for everything relating to procedures, IT and accounting within the CJM office. The support Kelly provides is integral to the success of the whole team at CJM Solutions+.
To contact Kelly call her at 902.421.1908 ext 324 or
Call Melissa at 902.421.1908 ext 355 or