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Matthew Phillips

Vice PresidentPortfolio ManagerInvestment 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.

ADDITIONAL CONTACT

Branch Office: (604) 981-4575
Branch Fax: (604) 981-4595

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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