Matthew Tuason, CFP, CIM®, FCSI
Born, raised and educated in beautiful British Columbia, one of three boys whose parent's families immigrated from Italy (Mom) and the Philippines (Dad). You’ll often find me enjoying morning coffee at one of my favorite downtown coffee shops, exploring local farmers markets for the freshest ingredients to include in my next culinary masterpiece or exercising to burn off all those calories I consume!
As a Discretionary Portfolio Manager, Wealth Advisor and Certified Financial Planner, I provide customized, coordinated wealth management strategies for high-net-worth families and professionals. Collaborating with partners across the Bank to deliver a holistic, elevated client experience, I help clients understand and define their long-term needs and goals, ensuring ongoing alignment with their unique objectives.
Levering more than 15 years of financial services expertise, I’m able to offer informed insight and help simplify the complexities of wealth – from larger estate issues to succession guidance. Integrating the disciplines of financial and estate planning, taxation, business transition and investment advisory, my goal is to connect with clients on a deeper level, allowing them to fully engage in the process – and providing them with a clear vision of how to preserve and grow their wealth.
Ultimately, I’m motivated by the pursuit of excellence and quality, and my ability to add value through consistent performance. What resonates with my clients the most is my personal, honest, and hands-on approach, and my true passion for helping Canadians achieve their strategic objectives – building a trusted, enduring partnership, and instilling financial peace of mind.
I advise several family run businesses on preserving, growing and transitioning their wealth. This includes financial and retirement income planning, business transition, estate planning and discretionary portfolio management services.