Matthew specializes in the integration of wealth planning and investment portfolio management. Working with Spencer and our trusted partners to understand each family's unique situation, he helps ensure the investment portfolio is properly structured to achieve your stated goals, with a focus on tax efficiency and risk management.
Matthew is a CFA charterholder. He earned the right to use the Chartered Financial Analyst® designation from the CFA Institute in 2019 after completing the designation’s rigorous coursework. He also holds his Chartered Investment Manager (CIM®) designation. Matthew has spent over 10 years working in wealth management with high-net-worth families and businesses. Matthew believes in a goals-oriented investment approach, with a focus on simplicity, understanding, and repeatable success. Furthermore, working with clients to help develop their own investment knowledge is a priority for Matthew. “I want to help families make good decisions, and I want to make sure they understand why those are good decisions. Achieving performance alone without helping clients grasp the underlying strategy is only doing part of the job.”
Matthew lives in Calgary and has two young daughters. He is an avid camper and hiker, supports Arts and Music through the Calgary Philharmonic Orchestra and Calgary Civic Symphony, and is an active lifetime donor with over 70 donations with Canadian Blood Services.