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.
CFA, CFP®
Senior Investment Associate
Jen began her investment career as an administrative assistant at a major Canadian bank firm in 1999. She has been a part of the Campbell Wealth Management Team since 2009 and is responsible for all administrative tasks. She is also trained and licensed to execute trades.
She takes pride in her work and continuously strives to provide excellent client service and ensure the smooth functioning of our practice.
