Matthew Phillips

Matthew Phillips

Portfolio Manager

Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(604) 482-2563

Office Location

1133 Lonsdale Avenue Suite 302 North Vancouver, BC V7M 2H4. map

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.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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