Our Team

Matthew entered the Financial Services Industry in 1999. Over the years he has worked with both Institutional Pension clients as well Private Clients. He has gained experience as a Portfolio Analyst, a Client Manager as well as a Portfolio Manager.

Away from helping clients Matthew enjoys getting out on the road with his bike and is an avid swimmer and runner. He enjoys traveling to places which are off the beaten track; his recent cycling trips have taken him to places as diverse as Laos, Burma, Chile, and Cambodia.

Matthew graduated from Wilfrid Laurier University with an Honours Business Administration degree as well Matthew has an MBA from Erasmus University in Holland. He is a holder of the CFA charter.

Steve has been in the investment business since 1997 and has gained experience in a variety of roles during this time. He spent several years as a Research Analyst at T.E. Investment Counsel where he was part of a team that managed approximately $1.4 Billion in assets.  Steve’s duties included Investment Research and the construction of Investment Policy Statements for private clients and institutions.

During his career he has had the pleasure of working with corporations, pension funds and many of Canada’s top executives and business owners to manage their risk and achieve their investing goals.

Steve holds both the Canadian Investment Manager & Derivative Market Specialist designations.