Matthew Levy, BSc, CIM, CFA
Portfolio Manager & Branch Manager
Matthew Levy is a native of Bowen Island who completed his Bachelor’s of Science degree in Economics from the University of Victoria, with a finance and business option. Matt is a Chartered Financial Analyst and a Chartered Investment Manager designation holder.
Matt is responsible for investment research and trading as well as portfolio construction and monitoring. Apart from finance and economics, Matt enjoys multiple team sports, snow sports and sailing.