Pier1 Wealth Advisory - Toronto
Mike Rybinski / Sting Productions Inc & The Geary Studio
PORTFOLIO MANAGER, CIM®
Mobile: 437.293.5064
Email: mattsmith@pier1wealth.com
Matt Smith possesses a proven and unique ability to assist clients in articulating their investment goals, then working with them to create detailed plans to achieve these goals. As a trusted advisor for 15 years, Matt believes in simplifying and clarifying the investment process to provide an elite level of service for his clients.
Matt has a deep understanding and passion for Canadian and International equity markets, and investment products that include mutual funds and insurance solutions. Matt’s strong knowledge of markets is foundational for the portfolios created and the trustworthy discretionary relationship built with clients. Matt works closely with his wealth planning partners at Harbourfront Wealth Management to develop sound and comprehensive tax and estate planning advice that are specific to individual client needs. Together, performing investments and thoughtful planning make up the complete offering to clients.
Matt is a family man, and he and his wife Michelle have a beautiful daughter named Vivian. Together they have a wide, wonderful group of friends. They are cottagers in Muskoka and travel as often as possible. In his spare time Matt enjoys biking the many trails that Toronto has to offer.
Matt holds a BA in Economics from Queens University; and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. Matt is a Portfolio Manager, a Life Insurance Advisor and is Options licensed.
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