Alison Stewart

Investment Advisor Assistant | Quinn Wealth Management

Alison has been working in financial services since 2003. She has a strong background in both lending and investing, and works as the Investment Advisor Assistant to Shawn Quinn, Quinn Wealth Management.

Alison began her career in the banking sector, and worked her way up to become a Financial Advisor in various locations throughout Niagara.

Alison joined Manulife Wealth Inc. as an Investment Advisor Assistant in 2012 and provides support to all clients within Quinn Wealth Management, working side by side with Shawn to ensure every experience is one tailored to each client's needs and priorities.

Alison strives to ensure each client is provided with the full services available, following up on any outstanding administration, taking her direction from Shawn, and ensuring all needs are met in a timely manner.

Matthew Stevenson

Insurance Specialist | Quinn Wealth Management

Matt began his career in Financial Services at the proverbial and literal ground floor when he was hired at the Merrill Lynch Canada Microfiche room in 1999. He then went on to attain his IIROC Registered Representative licensing and CIM designation. He served as an Associate Advisor for many years before transitioning to a Life Insurance only focus in 2016.

That substantial tenure spent customizing client solutions showed Matt that Life Insurance was both misunderstood and vastly underutilized, particularly relating to clients with private corporations.

Matt recently spent a number of years as a top performing Field Sales Advisor at RBC Insurance. He was a perennial sales conference qualifier and his considerable background knowledge of financial planning was unique at the company. He lectured to national internal audiences on investing and financial planning while at RBC.

In early 2020 amongst the onset of all the difficulties we’re familiar with today, Matt took his practice independent and gained associations with an industry leading cluster of Insurance Consultants. His knowledge of all types of insurance products as offered by all the major carriers has become quite considerable.

Matt’s professional (and personal) philosophy is to focus on giving. He therefore always approaches a case by putting himself in the client’s shoes so that he can understand both where they’re coming from and what they need.

Personally, Matt is a devoted father to his teenage children Chris and Nikki, and he is very active with the “Burlington Dads” charitable group. His insurance company has sponsored toy drives, community garbage cleanup events, and routinely donates freshly purchased food to the Burlington Food Bank. Chris and Nikki are always on hand to witness, so that the mantra of “focus on giving” gets passed down.