Matt has worked in the financial industry for over twenty years, most recently in senior roles helping high net worth clients at CWB Wealth Management Ltd. and BlueShore Financial.
A Level II candidate in the CFA Program, Matt has also been awarded the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He has successfully completed many courses administered by the Canadian Securities Institute, including Life Licensed Qualification Program, Portfolio Management Techniques and Advanced Investment Strategies.
When not assisting clients to reach their financial goals, Matt volunteers with the Canadian Cancer Society and is a member of the Estate Planning Council of Vancouver. In his free time, he enjoys travelling, playing a round of golf and spending time with his wife and young sons.