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 Murdoch N. Matheson

Building Financial Security, Achieving Your Financial and Life Goals, Break-Through Thinking on Financial Issues We All Face


Murdoch is a dynamic, engaging presenter and group facilitator. His insightful advice will assist you in achieving your life goals by building financial security. His financial planning background gives him a unique window into human behavior. His hands on style will aid you in breaking through the barriers to financial freedom and help you to achieve your goals by addressing critical financial questions and exposing the myths and mysteries of financial planning.

His first book, "Make Money, Not Mistakes...30 Winning Ways to Secure Your Financial Future" provides the basis for these vital messages.

Murdoch's value added message challenges assumptions and hits directly at the heart of financial planning issues. He brings new hope and inspires action in this pivotal area of our lives. He offers candid, honest, non-technical, non-product oriented insight that imparts:

knowledge about the important issues & questions that matter,
the mindset and strategies required to achieve one's goals.

Murdoch founded the Stittsville, Ontario branch of a large national financial planning firm in 1994. Prior to this, Murdoch worked in the information technology industry while pursuing financial planning, his major hobby, with growing interest. His messages are filled with compassion and conviction garnered from 20 years of informal and career experience."

His Message Is Clear:

"Our mindset and behavior will determine our prospects for building financial security. Product mix, rates of return, market timing and many other variables are factors but they pale in comparison to the impact of these first two. Coincidentally, mindset and behavior largely determine success in life. I'm committed to helping people break through the noise and confusion and do what it takes to realize their financial and life goals."

Professional/Educational Credentials:

  • Currently completing financial planning book for teens due out Spring 2004
  • Author, Make Money, Not Mistakes...30 Winning Ways to Secure Your Financial Future (published 2001 by Creative Bound, $14.95)
  • Received Certified Financial Planner professional designation, April 1996
  • Received Branch Manager's designation, April 1994
  • Received BA Honors from Queen's University, June 1983
  • Member of the Atlantic Speakers Bureau

Honours/Awards:

  • Consistent top 10% producer with large national financial planning firm since 1996
  • Qualified for Top Producer Conference in Fall 2000 (with national financial planning firm)
  • Achieved Officer designation of the Order of St. John of Jerusalem, 1998
  • #1 Sales Producer in Canada for global technology leader in 1993
  • Achieved 100% Quota Award with global technology leader in 1992
  • Top Performer Award winner across global sales force with global technology leader in 1988
  • Productivity Award winner with national information technology firm in 1987
  • Promoted to Marketing Manager in 1986 with national information technology firm
  • General Manager's Award winner in 1986 with national information technology firm
  • Promoted to Senior Sales Account Manager in 1985 with national information technology firm

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