Mary Loforte

Portfolio Manager & Investment Advisor


Matteo Lombardi



Originally from Bermuda, Matteo has been living in Atlantic Canada since 2013. He is a graduate of the University of Prince Edward Island with a Bachelors of Business Administration and a Minor in economics. Since graduating in 2017, and until December 2021, Matteo was living in New Brunswick and working at a private wealth management firm, providing comprehensive support to an advisory practice.

Outside of the office, Matteo is continuing his professional development by perusing the Chartered Investment Manager designation. Beyond that, he also enjoys staying active and watching soccer while he explores what the city of Toronto has to offer.