Meet The Team
Portfolio Manager
Investment Advisor
Portfolio Manager
Investment Advisor
Investing isn’t the only way to plan for your future. Your financial life – and your life as a whole – is made up of many moving parts: your family, business and career objectives, Will and estate plan and tax planning, to name just a few. As a dedicated wealth manager, Matt ensures that all the moving parts are working in harmony, and aligned to meet your specific objectives for the future.
To help steer you toward the future you envision, Matt and the Lions Gate Wealth Management team can custom-design a complete portfolio to meet your specific needs, providing you with a range of wealth management services to put you – and keep you – on track to help you reach your personal and financial goals.
Matt began his career in the investment industry in the mid-90's after graduating from Simon Fraser University with a BA in Economics. Matt is committed to delivering the highest level of professional advice, and prides himself in becoming a trusted strategic partner for his clients. Matt oversees all aspects of the client experience on the team, from managing client portfolios using a disciplined investment approach to implementing financial, estate and tax planning strategies. This commitment to industry leading advice and service, backed by over 23 years of investing experience, is evidenced by his long standing client relationships and steady flow of new client referrals.
Along with his wife Kitty, daughters Victoria and Elizabeth, Matt enjoys living in downtown Vancouver and experiencing all the city has to offer. Away from the office, he enjoys volleyball, golf, and spending time with family and friends. Matt is also passionate about giving back to the community and, along with the Lions Gate Wealth Management team, has worked on fundraising for the Greater Vancouver Food Bank Society, Covenant House, Aga Khan Foundation, Canadian Cancer Society, and Coast Mental Health.
Lions Gate Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Investment Advisor
CIM®
I have the privilege of leading a group of banking and wealth management specialists that service the needs of executive level professionals, business owners, and corporations in British Columbia.
The strategies we offer are comprehensive and aim to help our clients achieve what is most important to them. Whether the goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, we strive to establish relationships with each client based on trust.
Our recommendations are rendered with a client’s aggregate investments, business, and estate in mind to help ensure that they enjoy peace of mind today and have financial security in the future.
We draw from the experiences of existing clients and have partnered with Vancouver’s most highly regarded legal, accounting, and real estate advisors to provide our clients advice that is always aligned with their best interests.
Many of our clients have been with us for years and we always hope that our relationships encompass many generations. We are truly grateful for the loyalty shown by our clients, and are determined to continue providing high caliber financial advice to re-earn this loyalty year after year.
On a personal note, I have the pleasure of working, living, and volunteering my time on the North Shore. I am actively involved in charitable organizations, social committees, and youth development.
I welcome an opportunity to meet, learn about your experiences, and determine how our group can best help you to accomplish your goals.
English
Associate Investment Advisor
Associate Investment Advisor
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.