As the son of an accountant and entrepreneur, Matt was exposed to the world of business and finance at an early age (whether he liked it or not).
While an Accounting major at the University of Western Ontario, Matt started investing his own money and became intrigued with the stock market. After a summer internship at Newport Private Wealth in 2015, he realized that wealth management perfectly utilized his skills in finance while allowing him to work directly with the firm’s Portfolio Managers who service client families.
After that summer, Matt switched his major to Finance and set his sights on making wealth management a career. Two summer internships at Newport later, Matt is now an Associate.
As an Associate, Matt uses his analytical skills to assist with the analysis of prospective clients’ investment portfolios to help identify where improvements can be made to better align with their financial needs. Matt also assists with the preparation of financial projections to help clients better plan their future and supports Newport’s Investment Committee with the gathering of research and reports.
Outside of the office, Matt loves to explore the world while scuba diving and skiing. From the deep waters of Indonesia to the snowy peaks of Switzerland, Matt has seen a lot and has an appetite for more.