Organizing our clients’ financial lives
A Certified Investment Management Analyst, Matthew is one of less than 200 Canadian advisors with that advanced accreditation. A University of Western Ontario graduate, Matthew has been in practice as a financial advisor for 16 years and with Raymond James Ltd.'s flagship Toronto office, The 53rd, for over six years.
A deep thinker on economic realities and extremely well read, Matthew is also a dedicated proponent of continuous professional development. He completed the requisite Canadian Securities Course, as well as additional courses with the Investment Funds Institute of Canada.
Despite a prolonged period of market volatility and economic uncertainty, under his proactive guidance and watchful eye, Matthew has taken great satisfaction in organizing his clients' financial lives to help their financial worth grow.
Matthew is privileged to call many of his clients friends, given the close, trusting relationships forged over a career devoted to managing their financial affairs with both insight and discretion.
"Matthew loves what he does, which is why he is so good at it. While I understand the basics of investing, I have other things to do with my time. It gives me great peace of mind to have someone trustworthy like Matthew managing my portfolio. Most importantly, my portfolio has seen very impressive gains! What more could you ask for in a financial advisor?"
— Caryn Mladen, lawyer, consultant and co-author with David Rosen of Making Money With Multimedia.
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