Based in Victoria, BC, and founded in 1997, The Schenk Group manages investment portfolios for families and endowments across Canada. We are an independent portfolio management and wealth planning team focused on creating financial wealth for investors by building diversified portfolios fusing both fundamental and technical strategies through a proprietary technology and methodology.
The way to get deserved trust is to give clients what you would want if you were on the other end. That is why we do what we do. Simple, systematic and effective investment management with in depth planning strategies for you and your family.
Vice-President, Senior Portfolio Manager
After completing a B.Sc. in Economics from the University of Victoria, I originally started as an Investment Advisor in 1996.
Throughout my career I have attained designations as a Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (CSI), Personal Financial Planner (PFP), and an Accredited Investment Fiduciary Professional (AIFP). These were precursors to the Chartered Market Technician (CMT) designation.
Investing and technical analysis are my passions as well as my profession. I can truly say I am excited to be managing portfolios with a client-focused firm like Wellington-Altus Private Wealth.
At home, I enjoy sports and reading. Mostly though I enjoy spending time with my family and helping my son Anthony grow up, which is going much too fast for my liking.
In 2013, after completing his UVic Commerce degree—with a concentration in international finance and accounting—I began working with Peter and The Schenk Group.
I started out in administration, progressed to Investment Advisor, and am working my way to becoming a Portfolio Manager as an integral part of the practice. I am often the contact point for clients on both the Island as well as in the Fraser Valley.
As a former UVic varsity soccer player, I continue to play competitively in Division 1 of the Vancouver Island Soccer League. Above all else, Matthias and his wife, Kira, live in Colwood, just outside of Victoria, and maintain an incredibly active lifestyle.
Throughout my career I have attained experience with both Canadian and American wealth management firms. I specialize in the challenging, yet increasingly-vital issues of business succession and sales.
I am an active member of my community both locally and nationally. I have sat or currently sit on boards with the Catholic Archdiocese of Vancouver and the National Policy of Committee of a major federal political party, and I was a past founding Director of the Cedar Springs Father-and-Sons Club.
I currently reside in Abbotsford with my wife and four children.