Matthew Perri

Board Endorsed

I wish to become a Director on FirstOntario’s Board because I strongly believe in the value of trusted advice in helping Canadians navigate their finances in order to achieve their life goals. My past and current experiences have provided me with the passion, technical skills, and soft skills to help an organization lead the charge in putting Clients first when it comes to their finances.

What can you specifically contribute to the Board?

My personal values to the Board of Directors will be:

• Accountability
• Strong communication
• Presence
• A sounding board
• Passion for making it easier for Clients to do business with the financial services industry

Educational and Professional Designations

• Chartered Professional Accountant (CPA) from CPA Ontario
• Honours Bachelor of Commerce from McMaster University
• Minor in Economics from McMaster University

Work Experience

• Advisor, Sun Life (Current)
• Director, Strategic Initiatives, Sun Life (1 year)
• Investor Relations (Analyst, Manager, Director), Sun Life (3 years)
• Financial Analyst, Group Benefits, Sun Life (1 year)
• Internal Auditor, Sun Life (1 year)
• Internal Control Analyst, Ford Motor Company of Canada (1.5 years)

Board and Committee Experience

• Board member and Finance Subcommittee, John Howard Society of Hamilton, Burlington, & Area (~1 year)
• Treasurer and Board member, Fetch + Releash Dog Rescue (4 years)