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Portfolio Manager
A Portfolio Manager with more than two decades of experience in the financial services industry, Matthew is passionate about helping business owners and families plan strategically, invest wisely, and elevate their financial position.
After starting his career as a Chartered Accountant, Matthew transitioned to professional investment management in 2008. He has helped some of Alberta’s wealthiest families invest and manage their portfolios through his executive roles at one of Alberta's largest family offices and by managing investment funds at a Calgary-based boutique investment company.
Matthew joined RBC Dominion Securities in 2018, bringing his knowledge and expertise directly to business owners and families. With a focus on generating sustainable, growing wealth and after-tax cash flow, he helps his clients plan and invest with confidence so they will achieve their financial goals.
He appreciates having the opportunity to build lasting relationships with clients so that he can anticipate and respond to their needs and help them navigate each milestone on their financial journey. Once Matthew implements a client’s customized plan, he provides ongoing monitoring and support and suggests any needed adjustments to help ensure clients are tracking toward success.=
Outside of work, Matthew enjoys being a cheering section and volunteering for the sports teams of his three children. An avid mountain climber, he has reached the summit of a Himalayan peak and up classic climbs throughout North America. He also loves going on runs around Calgary with his wife, Marlo.
Associate
Steven joined RBC Dominion Securities in 2021, excited to contribute to a team dedicated to helping clients realize the successful financial future they envision. As an Associate, he provides exceptional support to our clients as they navigate the intricacies of the investment world.
Bringing a blend of academic excellence and practical experience to his role, Steven continues to broaden his skills through industry coursework, including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). He also holds a Bachelor of Arts from the University of Victoria.
Committed to assisting clients in achieving their financial objectives, Steven ensures they have the necessary resources every step of the way. Clients appreciate his approachable demeanour, attention to detail, and positive, empowering manner.
Outside of work, Steven coaches U18 AAA minor league hockey and enjoys participating in kickboxing, golf, hockey, and jujitsu. He firmly believes that maintaining a balanced lifestyle contributes to better decision-making, both personally and professionally.
