Matthew Albert

Matthew Albert joined the team in 2023 first as an Licensed Assistant, bringing practical industry experience and a strong client-focused mindset. He holds a Bachelor of Business Administration with a major in Finance from St. Francis Xavier University’s Gerald Schwartz School of Business.

Before joining the firm, Matthew gained valuable experience at Fidelity Investments and the Royal Bank of Canada, where he built a solid foundation in investment management and client service.

As a young professional himself, Matthew is passionate about supporting clients, especially those early in their careers as they establish an informed path toward their financial goals. His approachable manner and commitment to exceptional service make him a trusted point of contact for clients.

Licensing:

• Licensed to offer mutual funds and life and health insurance in Ontario