As senior discretionary portfolio manager, Matthew is responsible for meeting the investment management needs for ultra-high net worth, high net worth and institutional clients. Matthew began his career in the financial industry in 1996 immediately developing wealth management solutions for high net worth clients.
Experience & background
Matthew has over 24 years of industry experience. Matthew holds a Bachelor of Science degree in Economics from UVIC, the Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) designations, is a Chartered Financial Analyst (CFA), and a certified Family Enterprise Advisor (FEA). Matthew is a registered Investment Counsellor/Portfolio Manager in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, the Yukon, and USA.
Matthew is a member of the Victoria CFA Society, President for the Royal BC Museum Foundation, Member of Victoria Golf Club and enjoys spending time with his family, golfing, water sports, and gardening.
What sets Matthew apart
The Chartered Financial Analyst designation (CFA) is the gold standard in the industry for Discretionary Investment Management and ethical practices. As a Chartered Financial Analyst (CFA), clients can be assured Matthew is held to the highest standards for integrity and putting client’s interests first in all dealings.
Matthew considers himself a Financial Planner as much as an Investment Counsellor. In addition to constructing investment portfolios, managing them day-to-day and keeping clients closely informed about their investments, Matthew has a constant focus on his clients’ long term wealth plan and meeting their goals. Matthew is very passionate about helping families solve the complexities of wealth management today and for future generations.