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Senior Investment Advisor
Matt Bilash believes that building wealth is about more than just investments; it’s about understanding you and your unique financial journey. With 20+ years’ experience, he works with high-net-worth business owners, traders, and professionals, who value a senior investment advisor that prioritizes genuine relationships and trust. Through his deep, personal knowledge of each client, Matt crafts tailored, value-driven strategies that support and grow your wealth at every stage, so you can pursue your goals with confidence.
Since entering the investment industry in 1994, Matt Bilash has earned the trust of his peers and clients through his natural financial aptitude and business conduct integrity.Using his strong personal relationships and focus on client service, Matt develops dynamic wealth plans that protect and grow the wealth of his high-net-worth clientele based on their unique circumstances.
Matt first immersed himself in the stock market at the age of 15 when he purchased his first 100 shares of Intercity Gas, spurring a passion that even surpassed his love of basketball. After receiving his Bachelor of Economics from the University of Manitoba, Matt started building his business in rural Manitoba, focusing on farming families and business owners. He made Wealth Professional’s “Best in the West” list honouring new investment advisors in his very first year. In 2001, Matt met Charlie Spiring, Founder and Chairman of Wellington-Altus Financial Inc., with whom he’s been working for nearly 20 years. It’s in this independent brokerage space where Matt’s intuitive talents have built him the reputation of having sound judgement in his standout approach as a seasoned investment advisor.
Outside of the office, Matt is a family man who loves to travel with his wife and share his finance enthusiasm with his son. Always enjoying a challenge, he keeps up with market trends and philosophy through literature and networking with notable business leaders. Matt actively “pays it forward” by generously contributing to various humanitarian organizations in both the local community and internationally.
Whether it is generational or newly acquired wealth, we can tailor a unique financial strategy that reflects your personal immediate, medium and long-term goals.
Your business is unique and complex. We will help you navigate the intricacies of your business structure, plan for succession, create efficient tax strategies, and build a financial path that aligns with your personal goals while simultaneously boosting your business goals.
You have worked your entire life thrive in your retirement dreams. Whether preparing for or well into retirement, we can tailor a plan that gives you the freedom to live your later years to their fullest, while also considering costs associated with longevity, such as health and long-term care.
Your family circumstances are unique to you. Together we can build a plan to help you and your family manage your current and future finances while taking into account tax efficiencies and the particulars of your estate.
