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We’re a team of highly skilled experts dedicated to providing discerning investors with exclusive, customized wealth solutions.
Senior Portfolio Manager
An accomplished investment advisor with nearly a decade of experience managing global investment assets, Matthew has devoted his career to helping clients reach their financial goals. After earning his business degree from the Lazaridis School of Business and Economics at Wilfrid Laurier University, with a focus on finance and economics, he quickly established himself as a leader in the industry.
Matthew's dedication, perseverance, and strong focus on great client outcomes allowed him to build Burk Private Wealth into the successful practice it is today. Together with his team, Matthew specializes in helping high-net-worth individuals, business owners, and innovators implement sophisticated, lifelong investment strategies for net worth accumulation, sale of business, and tax-saving opportunities. Burk Private Wealth’s adaptable and agile approach to investment and risk management provides clients with a fresh perspective and a competitive edge.
Matthew has achieved significant recognition for his outstanding work in the wealth management industry. He is the youngest portfolio manager to earn the President of the President's Club title, a testament to the strength of his team’s offering and commitment to delivering exceptional client experiences.
Matthew provides tailored and comprehensive wealth management strategies that are personalized to his clients' unique needs and objectives. He coordinates with internal and external professional resources to cover all legal, tax, legacy, succession, and insurance aspects of his clients' financial objectives. His clients benefit from his dedication to outstanding service, his strong ethical standards, and his ability to stay ahead of industry trends and changing market conditions.
Outside of work, Matthew is an active community member in Toronto, focused on promoting economic empowerment and financial literacy.
Associate
Lucas is a talented financial professional with a passion for client relations and a strong work ethic. A graduate of Schulich School of Business at York University with an Honours Bachelor of Business Administration degree, specializing in finance, Lucas joined RBC Dominion Securities in 2019 and quickly established himself in the industry.
As an associate at Burk Private Wealth, Lucas offers Matthew essential support by bringing his investment strategies to life, all while ensuring that every client receives the same level of dedicated care and attention. He aims to make our clients’ lives easier, allowing them to relax and focus on what matters most to them and their families. Lucas takes pride in building strong and meaningful relationships with clients and believes that trust and understanding are key to long-term success.
A proud Leafs fan, Lucas enjoys watching hockey as well as other local sports.
Like many Canadians, David wanted to become a hockey player when he grew up. Although he played hockey for two years in the OHL and three years of university varsity hockey at York University, David found his true calling in finance. He often spends his free time reading about the industry and is currently working toward his Chartered Financial Analyst (CFA) designation.
After earning his Bachelor of Commerce degree in 2022, David joined RBC Dominion Securities and he soon became a valuable member of the Burk Private Wealth team. With a deep understanding of the financial markets and a strong desire to help families achieve their financial goals, David is committed to delivering an exceptional client experience. As an associate, he fields all client requests and is primarily responsible for account openings, client communications, and scheduling.
In his free time, David likes to play hockey, listen to podcasts, practice yoga, and travel.
