Mathew joined RBC Dominion Securities in 2005, and has since been recognized for both his expertise in investment management and comprehensive wealth management, along with his passion for serving clients. His long-standing leadership and commitment to excellence have resulted in his appointment as a Vice-President of RBC Dominion Securities.
As a Portfolio Manager, Mathew sits among a select group of RBC Dominion Securities personnel able to offer discretionary portfolio services through Private Investment Management. To earn this title, an Investment Advisor must have extensive experience advising clients and substantial assets under their direct management, in addition to rigorous academic coursework. This is the highest level of investment manager in the industry.
Mathew along with his partner Dan manage over $800 million in client assets, working with high-net-worth individuals, corporations and charitable institutions that require a premium level of expertise in risk-mitigated investment management.
In addition to managing investment portfolios for some of Canada’s wealthiest families and successful corporations, Mathew is also a registered insurance representative. Along with his extended team of experts, this allows him to provide a full suite of wealth management strategies and services, including Will and estate planning, as well as tax and insurance planning.
Mathew is deeply committed to giving back both professionally and personally. He is dedicated to sharing his experience and insights as a mentor to other advisors, and acts as our branch’s charity champion for RBC’s Employee Giving Campaign. When he’s not spreading awareness for RBC’s Employee Giving Campaign, Mathew is passionate about raising funds for the OSPCA.