Matthew Powell grew up in Victoria and has been helping clients build financial plans that actually fit their lives since 2011. As a Wealth Associate with Ely Clark & Associates Wealth Management, he works as part of a collaborative team where clients benefit from deep collective expertise, with Matthew as a consistent, trusted presence throughout their financial journey.
Matthew holds both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations along with a Diploma in Finance from Camosun College, bringing a rigorous and well-rounded foundation to the work. What distinguishes him most, though, is the way he approaches relationships. He takes the time to understand where our clients are headed, whether they're building wealth in their peak earning years, navigating the complexity of a business, or planning a thoughtful transition into retirement.
He genuinely gets to know the people he works with. Their goals, their concerns, the life they're working toward. That depth of understanding is what makes the planning meaningful.
Outside the office, Matthew's priorities start at home. He and his wife, Alex, are raising two young kids, Brooklyn and Everett, which keeps life full, loud, and never boring. When he does manage to escape on two wheels, he makes it count: Matthew commutes by bike year-round, has ridden across British Columbia twice, and is on the board of the Greater Victoria Velodrome Association. He also competes in cyclocross and gravel racing, and trains seriously enough that the hills don't scare him.
Matthew brings the same qualities to financial planning that he brings to a long ride: patience, preparation, and genuine enjoyment of the journey.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.