About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Shelley Goedee is the Chief Operating Officer and Office Manager at Matt Dam Financial Services Inc., playing a vital role in the firm’s success since 2008. With a strong background in personal and casualty insurance, and travel insurance, she began her insurance career at a reputable insurance broker from 1998 to 2003, earning her RIBO (Registered Insurance Brokers of Ontario) license. Shelley’s experience in Bookkeeping, Accounting and Office Administration assisted her in working with various entities under the business umbrella, before bringing her expertise to Matt Dam Financial Services in 2008.

Shelley excels in enhancing business processes and supporting the implementation of the firm’s overall vision. She takes pride in organizing workflows and ensuring the team has the necessary tools to succeed. Her commitment to building a solid foundation enables the company to meet Client needs effectively and thrive in a competitive environment.

A key strength of Shelley’s is her ability to foster a safe and enjoyable work environment for both staff and Clients. Known for her caring and empathetic nature, she believes that trust and loyalty are fundamental to her role. Shelley actively leads meetings and encourages collaboration within the team, promoting a culture of open communication and mutual support.

Outside of work, Shelley enjoys camping, crafting, playing the piano, and cherishing time with her husband Richard and their daughters, Alexa & Ashley. She holds diplomas from Niagara College in Executive Office Administration.

Since joining Matt Dam Financial Services Inc. in 2023, Qun Ma has embraced his role as Advisor Assistant, providing essential support to advisors and ensuring seamless Client service.

Qun brings both knowledge and enthusiasm to the financial services industry, driven by his passion for building meaningful connections and solving complex challenges efficiently.

Known for his quick problem-solving skills, Qun thrives on helping Clients with administrative tasks and navigating day-to-day processes. His responsibilities include managing Client communications, scheduling, and ensuring paperwork flows smoothly, all while assisting advisors in meeting Client needs effectively.

Clients value Qun’s approachable nature and the care he puts into every interaction, making them feel like family. His optimistic outlook and open demeanor create an inviting environment where Clients feel supported. Whether it’s answering questions or addressing concerns, Qun ensures every detail is handled with precision and care.

Outside the office, Qun enjoys spending time fishing and cooking. He lives in Thorold, Ontario, with his wife and daughter, balancing his professional life with family moments that bring him joy.

Riley joined Matt Dam Financial Services in 2023, bringing a fresh perspective to the financial services industry. With a background in social services, she previously worked with Project Share Food Bank and Start Me Up Niagara, where she assisted individuals in need and helped them prepare for employment. This experience has instilled in Riley a strong passion for helping others, making her a perfect fit for her current role.

Riley enjoys daily interactions with Clients, finding joy in building connections and understanding their needs. She excels in guiding Clients through the necessary steps to navigate their financial journeys. As the first point of contact for many Clients, Riley is dedicated to ensuring a smooth and welcoming experience.

Riley has earned several certificates in humanitarian studies, emphasizing her commitment to serving individuals in need. Her contributions to the community have been recognized through various awards, including those for her volunteer work at soup kitchens, food banks, and mission trips across several states.

Riley is known for her bubbly and considerate personality. Outside of work, she enjoys volleyball, painting, drawing, and writing, and is an avid fan of music. Living in Thorold with her beloved dogs, Luna & Frodo, Riley finds excitement in the little things, driving her enthusiasm for both her personal and professional life.

Kelly Bosgraaf-Dam is an integral part of Matt Dam Financial Services, bringing her unique skills and compassionate approach to the financial services industry. Kelly's diverse background includes experience in childcare at Fonthill Baptist Church Nursery School, and a position at Whiskey Run Golf Course.

What Kelly enjoys most about her work is the flexibility it offers, allowing her to support her husband, Matt, while balancing family life. Behind the scenes, she excels at bookkeeping and ensures that the office runs smoothly by managing payroll, maintaining supplies, and keeping the accounting up to date.

Kelly is a warm, compassionate individual who genuinely cares about the well-being of the team and Clients alike. Her primary responsibility is to ensure that the operational side of the business runs seamlessly.

Kelly is committed to supporting the growth of the business through her organizational skills and dedication. Outside of work, she enjoys spending time with her four children and indulging in hobbies like golf and reading. Residing in Fonthill, Ontario, Kelly finds personal fulfillment in being present for her family while contributing to the success of their family business.