MEET THE TEAM
MEET THE TEAM
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Matthew Mobilio, CFA, CFP
Portfolio Manager
Matthew has 10 years of experience in the financial services industry, where he has worked closely with clients on their investments and assisted with their financial planning needs. He holds a Bachelor of Business Administration (BBA) degree in Finance and Financial Management, providing a strong foundation for his professional career.
In addition to his experience, Matthew has earned the highly regarded Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation, showcasing his expertise and commitment to the field.
Outside of his professional life, Matthew enjoys spending time with family and traveling with his wife, Karyssa.