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Matthew's Advantages


Investment experience

  • Over 20 years experience helping individuals, families, and business owners achieve their investment goals
  • Investment management and financial planning for one of Canada's top financial planning firms

Business philosophy

  • My clients' investment and personal goals are my top priorities
  • Superior client service is critical to my success
  • I partner with my clients to be as active in their investment portfolio decisions as they want me to be
  • I maintain a strong network of service professionals to ensure my clients’ needs are met
  • I conduct frequent investment and financial seminars (often by request) to educate my clients on investment issues

Financial/investment philosophy

  • Focus on clearly understanding and achieving my clients' goals
  • View financial planning as a vital and ongoing process in the success of my clients' lives
  • Create portfolios that match our clients' financial planning goals
  • Apply the “Yale Endowment” approach of balancing portfolios with commodities and market neutral investments to diversify and reduce portfolio risk
  • Use technical and chart analysis to find best prices in acquiring and selling companies

What makes me different

  • Proactive contact when changes impact a client’s financial life
  • Take time to understand our clients’ needs, goals & attitudes
  • Act as an active resource for my clients as well as for their friends and family
  • Host financial planning and personal interest seminars for my clients and their friends at no charge, just ask!
  • Host regular client appreciation events for my clients, their friends and colleagues

Education

  • Certified Investment Management Analyst
  • Canadian Securities Course
  • Investment Funds Institute of Canada Course
  • Investment Management Techniques Course
  • Honours Bachelor of Arts, Political Science, University of Western Ontario