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Matthew Phillips

Portfolio ManagerInvestment Advisor

Working together to help you achieve what truly matters to you

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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