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Matthew Campbell

Matthew Campbell

Vice President

Followers of Matthew Campbell1000 followers
location of Matthew CampbellMontreal, Quebec, Canada

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  • Timeline

  • About me

    Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus

  • Education

    • University of Manitoba

      1982 - 1985
      Master of Arts (M.A.) Western Canadian History

    • University of Manitoba

      1978 - 1981
      Bachelor of Arts (B.A.) Canadian History

  • Experience

    • CIBC Wood Gundy

      Jan 1989 - May 2007
      Vice President

      Account Executive and Investment Advisor

    • Richardson Wealth

      May 2007 - Oct 2024

      I create portfolios with specific client-centered mandates and manage them within those guidelines. Once we determine the type of portfolio that best suits you, I construct the portfolio and also make the necessary adjustments from time to time on your behalf, to react to investment oppportunities that arise or to adapt it to changes in your personal situation. And most importantly, I make sure the objectives and risk tolerance levels of your portfolio stay within the stated guidelines we agreed upon. Show less

      • Director, Wealth Management, Portfolio Manager

        Oct 2020 - Oct 2024

      • Director Wealth Management, Portfolio Manager, Investment Advisor at Richardson Wealth

        May 2007 - Oct 2024

      • Portfolio Manager, Investment Advisor

        May 2007 - Oct 2024

      • Portfolio Manager, Investment Advisor at Richardson Wealth

        May 2007 - Oct 2024

      • Director, Wealth Management, Investment Advisor

        May 2007 - Oct 2020

      • Financial Security Advisor / Insurance Agent

        May 2007 - Oct 2020

    • Wellington-Altus

      Oct 2024 - now
      Senior Investment Advisor & Senior Portfolio Manager

      Matt studied at the University of Manitoba, where he obtained a Bachelor and a Master of Arts, with a focus on 19th century Canadian history.After completing university, he began his career as an investment advisor in 1986. Since then, he has devoted his work time to maintaining and enhancing the financial wellbeing of the individuals and families in his care.Matt’s duties as a financial advisor and portfolio manager include basic financial planning, portfolio management, a continual appraisal of the dynamics of the macro environment, and a continuous evaluation of individual investment opportunities.He also likes to support environmental organizations, a favourite being Ducks Unlimited Canada. Show less

  • Licenses & Certifications

    • Portfolio Management Techniques

      C.S.I.
      May 2013

    • Investment Management Techniques

      C.S.I.
      Apr 2013

    • Partners, Directors and Senior Officers Course

      C.S.I.
      May 1995

    • Fellow of the Canadian Securities Institute

      C.S.I.
      Jun 1989

    • The Canadian Options Course

      C.S.I.
      Mar 1989

    • The Canadian Securities Course

      C.S.I.
      Jun 1985

  • Volunteer Experience

    • Event Volunteer

      Issued by Ducks Unlimited Canada on Jan 1986
      Ducks Unlimited CanadaAssociated with Matthew Campbell