Matthew Simpson, MBA, CIM®

Experience

• 

  BASF

  Sept 1998 - Sept 2002

  Marketing Co-ordinator
• 

  TD Commercial Banking

  Aug 2004 - Feb 2015

  -Ranked #2 in 2014, received annual award at Gala in Grand Cayman-Ranked #1 in 2013, received annual award at Gala in Costa Rica -Ranked #1 in 2012, received annual award at Gala in Santa Barbara, CA

  • Sales Manager

    Apr 2013 - Feb 2015

  • Manager Commercial Services

    Nov 2011 - Apr 2013

  • Manager Commercial Credit

    Mar 2009 - Nov 2011

  • Financial Restructuring Manager

    Sept 2006 - Mar 2009

  • Analyst

    Aug 2004 - Sept 2006
• 

  Cranson Capital

  Feb 2015 - Feb 2017

  Vice President Sales
• 

  Raintree Financial Solutions

  May 2017 - May 2019

  Vice President, Ontario Region

  As VP, Ontario Region, my role is to serve as the representative for Raintree’s three business lines in the province of Ontario including:· Private Equity and Real Estate: Recruiting finance professionals and advisors who are looking to provide their clients with a complete investment portfolio reflecting modern realities or to add a new class of private investments to their existing offerings.· Portfolio Management: Promoting Raintree’s overall investment philosophy of Core + Explore™, which incorporates marrying investments in private companies with public stocks and bonds with the intention of improving expected risk adjusted returns over time.· Corporate Finance: Serving as a liaison with Raintree’s Corporate Finance / Investment Banking division in Edmonton to seek out best-in-class issuers looking to raise capital in the private markets. Raintree Financial Solutions is one of the largest and most respected Private Capital Market Dealers in Canada serving retail and institutional markets. Raintree is headquartered in Edmonton, Alberta and has operations in Ontario, BC, Saskatchewan, Manitoba and Quebec. Raintree was founded in 2010 with the aim of providing Canadians with an alternative choice based on the theory that diversification of a portfolio across different asset classes with low or negative correlation characteristics has the potential to minimize risks and improve risk adjusted returns. Raintree has raised over $1B through its network of 60+ Private Wealth Advisors throughout Canada. Raintree provides private businesses the capital necessary to grow, create jobs and fuel our economy, with the aim of providing investors the ability to generate wealth and meet their retirement goals in a low-interest rate, low-growth environment. Contact me to learn how alternative investments can help you attain your financial goals or visit www.raintreefs.com. Show less

• 

  Raintree Wealth Management Inc.

  May 2019 - Apr 2020

  Vice President, RT Funds and Associate Portfolio Manager, Raintree Wealth Management

  The RT Funds family of funds provides advisors and their clients access to the most common classes of Alternative Investments (Real Estate, Private Equity and Private Debt) in a single vehicle. RT Funds employ 10 - 20 of Canada's top managers per fund category to provide investors with diversification across strategy, manager and geography.RT Funds are available to advisors via FundServ or via referral to our PM, Raintree Wealth Management. Raintree Wealth Management also partners with traditional portfolio managers, high net worth and institutional investors to sub-advise on Alternative Investment strategies. I am also a registered Associate Advising Representative with Raintree Wealth Management. Show less

• 

  Indigoblue Group of Companies

  Jun 2019 - Mar 2023

  Advisory Board Member
• 

  TD

  Jun 2020 - Apr 2022

  I manage banking relationships for some of TD's largest commercial clients. While working with businesses in every industry I specialize in Private Equity and M&A transactions for up-market clients.

  • Senior Relationship Manager

    Oct 2020 - Apr 2022

  • Senior Relationship Manager

    Jun 2020 - Oct 2020
• 

  CMLS Financial

  Apr 2022 - Dec 2022

  Vice President, Real Estate Finance

  Finance for commercial real estate of all types.

• 

  Sedgwick Capital Corp

  Mar 2023 - now

  President

  Sedgwick Capital provides advice to private businesses and investment funds looking to raise capital.