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Leadership Profile
Private Wealth Counsellor - Client Relationship Manager
Holistic Wealth Management
Matt brings over 12 years of professional experience advising high-net-worth investors and helping them to achieve their financial goals. Through a holistic approach, Matt focuses on ensuring clients have a comprehensive wealth plan encompassing everything from investments, retirement planning, risk management, tax and estate planning and charitable giving. Matt has a Bachelor of Commerce degree from the University of Manitoba, is a Certified Financial Planner® professional, a CAIA charterholder and also holds the Chartered Investment Manager (CIM®) designation.
Winnipeg Office
1001 Corydon Avenue
Suite 300
Winnipeg, Manitoba R3M 0B6
Telephone: +1 204 954 5135
Toll Free: +1 866 954 5101
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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