Investment Philosophy

Vision without action is merely a dream. Action without vision just passes the time. Vision with action can change the world. ~ Joel A. Barker

Why we are different

Our credentials

My extensive experience and education has enabled me to offer unparalleled financial expertise to my clients.  Since starting in the industry in 2002, I have continued to upgrade my credentials and designations, which are some of the highest in the industry – including the “Chartered Investment Manager” (CIM®), the Canadian Securities Institute’s “Certificate in Advanced Investment Advice” and the “Alternative Strategies: Hedge Funds and Liquid Alternatives” (ASHL) course. I also have a Personal Financial Planner Designation (PFP®), and I am a Life and A&S License Holder.

In addition, I hold a Master in Economics, and an MBA at the University of Calgary (2002).  Further to my experience in Capital Markets as a Portfolio Manager, I have worked as a Consultant in Risk Management, as an economist for Shell and in the Commercial Section for the Consulate of Argentina.

Our Investment Process

Through my education and international experience I have built a distinctive brokerage practice with a broad understanding and perspective of the global markets. Our team uses a sophisticated blend of quantitative and qualitative data to generate high-quality asset allocation, tax strategies and overall portfolio return. We believe in taking a disciplined approach to equity selection, helping you achieve your long-term financial goals.

We work with you to design an investment strategy aligned with your present and your future needs. To determine the right asset allocation, we assess your risk tolerance and then implement a customized portfolio strategy. As our team also believes in staying on top of evolving changes in your life and in the markets, we will meet with you on a regular basis and adjust your portfolio accordingly.

Our Mission

Grum Wealth Management offers integrated financial planning and wealth management advice to allow you to achieve your dreams and goals - retirement, maximizing your income stream, and enjoying the wealth you have worked long and hard to achieve.

'It was around 2012 when Matias began managing my investments. He's extremely knowledgeable and professional, plus great at research and analysis. When I began working with him, I started out with small amounts and we have done well, so I've increased them over time What I also like about working with Matias is that he's very approachable.’ ~ Ron, client

Leading Investment Strategy

Our goal is to provide the best financial planning and wealth management advice. Research is critical to achieving this objective and we rely on the Raymond James team of in-house analysts to provide coverage of global markets and construct efficient portfolios using industry-leading research

Comprehensive and Integrated Wealth Management

Our team has been purposely built from a range of disciplines so we can assist you with complex issues to create an in-depth wealth management plan.

Insurance Planning

As part of our team and with the support of Raymond James, we offer dedicated insurance specialists to assist with strategies that complement your overall wealth strategy and provide asset protection.

Tax and Estate Planning

Qualified and experienced in-house tax and trust services expertise helps identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate.