Matthew's Advantage

Investment experience

• More than 23 years of experience helping individuals, families, and business owners achieve their investment goals
• Investment management and financial planning for one of Canada's top financial planning firms

Business philosophy

• My clients' investment and personal goals are my top priorities
• Superior client service is critical to my success
• I partner with my clients to be as active in their investment portfolio decisions as they want me to be
• I maintain a strong network of service professionals to ensure my clients’ needs are met
• I conduct frequent investment and financial seminars (often by request) to educate my clients on investment issues

Financial/investment philosophy

• Focus on clearly understanding and achieving my clients' goals
• View financial planning as a vital and ongoing process in the success of my clients' lives
• Create portfolios that match our clients' financial planning goals
• Apply the “Yale Endowment” approach of balancing portfolios with commodities and market neutral investments to diversify and reduce portfolio risk
• Use technical and chart analysis to find best prices in acquiring and selling companies

What makes me different

• Proactive contact when changes impact a client’s financial life
• Take time to understand our clients’ needs, goals, and attitudes
• Act as an active resource for my clients, as well as for their friends and family
• Host financial planning and personal interest seminars for my clients and their friends at no charge - just ask!
• Host regular client appreciation events for my clients, their friends, and colleagues

Education

• Certified Investment Management Analyst
• Canadian Securities Course
• Investment Funds Institute of Canada Course
• Investment Management Techniques Course
• Honours Bachelor of Arts, Political Science, University of Western Ontario