Matthew Williams, CFA
Senior Investment Counsellor and Portfolio Manager
BMO Private Wealth
55 Bloor Street West
Toronto , ON
About Matthew and BMO Private Investment Counsel
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My professional world involves engaged client meetings, client strategy and investment management committee meetings, deepening market knowledge, as well as refining and reviewing investment and wealth planning strategies. Outside of work, I can be found hunting for the interesting, the challenging, and the unconventional.
I take great pleasure exploring cities, whether my own - Toronto, or one that I have decided to visit. A self-described flâneur, I enjoy sipping espresso in a small café, or seeking out lost treasures in the corners of record shops and bookstores. I am endlessly curious, interested in the past and the future, and how their connection continually impacts our lives.
The world is always evolving, transforming what great client service looks like and what 'solutions' we implment. The ever-changing global landscape affects the path and ability of individuals and families to achieve their goals.
I offer professional investment management expertise and advice to ensure that my clients achieve financial success. I guide clients through the intersection of very important (managing wealth), and very challenging (achievement). I simplify the process, filtering out the noise, to allow my clients peace of mind.
I joined BMO Private Investment Counsel in 2010. Since then, I have worked with a wide range of High and Ultra High Net Worth clients and strategies. I hold the Chartered Financial Analyst (CFA) designation, am a member of CFA Society Toronto, and am proud of being bound by a fiduciary standard to clients and the financial industry.
I will work closely with you to build a personalized investment plan that reflects your ongoing needs and objectives.
A Personalized Investment Strategy
We can create an investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you.
A Focus On Achieving Your Goals
As your dedicated Investment Counsellor, I will ensure you are informed about your financial progress. We will adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure we remain on track to reach your goals.
Our ultimate benchmark is your financial success – everything we do is driven by your needs and goals. We pursue this aim through consistent, client-driven, principled action, and we integrate your portfolio with every aspect of your Wealth Plan.
Valuable Investment Advice
By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities.
Our award-winning investment platform is proven to help you reach your investment objectives. Our Discretionary managed portfolios are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help clients like you. This institutionalized decision making approach to money management ensures we always apply top in class expertise to your portfolio.