Address1225 Douglas St
Victoria, BC V8W 2E6
My BackgroundMatthew has over 24 years of industry experience. Matthew holds a Bachelor of Science degree in Economics from UVIC, the Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) designations, is a Chartered Financial Analyst (CFA), and a certified Family Enterprise Advisor (FEA). Matthew is a registered Investment Counsellor/Portfolio Manager in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, the Yukon, and USA. Matthew is a member of the Victoria CFA Society, member of the Family Enterprise Xchange(FEX), President for the Royal BC Museum Foundation, Member of Victoria Golf Club and enjoys spending time with his family, golfing, water sports, and gardening.
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