Matthew Kidwell
Portfolio Manager @Leith Wheeler Investment Counsel Ltd. | Leith Wheeler Conseils en investissements
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WORK HISTORY
Portfolio Manager @Leith Wheeler Investment Counsel Ltd. | Leith Wheeler Conseils en investissements
Vancouver, BC, CA
At Leith Wheeler, we take pride in being one of the few employee-owned investment management firms in Canada, aligning our interests directly with those of our clients since 1982. As a Portfolio Manager, I uphold our core values by putting client interests first, communicating clearly, and providing peace of mind through disciplined, value-oriented investment strategies and/or wealth plans. Our Private Client team typically helps high net worth families, pre and post retirees, business owners, executives, professionals, family offices and not-for-profit.Key Responsibilities:Client Portfolio Management: Manage and oversee investment portfolios tailored to meet client objectives, ensuring consistent alignment with their financial goals and risk characteristics.Client Relationship Management: Build and maintain long-term relationships with clients, providing personalized service and proactive communication.Investment Strategy Development: Collaborate with our Investment Team to develop and implement investment strategies that reflect our disciplined, value-oriented approach.Business Development: Identify and cultivate new client opportunities, representing Leith Wheeler in the community and expanding our presence in target markets.Wealth Planning: Present cash flow and net worth forecasts to clients and work in conjunction with client external partners which may include their Financial Planners, Accountants, Lawyers and more.
EDUCATION
University of the Fraser Valley
Bachelor’s Degree, Finance Major, Economics Minor, Communication Certificate
Canadian Securities Institute
Canadian Securities Course, Finance and Financial Management Services
IFSE Institute
Life License Qualification Program
Canadian Securities Institute
Wealth Management Essentials
Brookswood Secondary School
High School, High School/Secondary Diplomas and Certificates
Canadian Securities Institute
Conduct and Practices Handbook Course (CPH®)
CFA Institute
Chartered Financial Analyst® (CFA) Charterholder., Finance
ABOUT MATTHEW KIDWELL
As a Portfolio Manager at Leith Wheeler Investment Counsel Ltd, I leverage my extensive experience in wealth management to provide tailored investment and wealth management roadmaps for high net worth clients to ultimately provide peace of mind. Leith Wheeler is one of Canada\'s largest and last remaining independent and 100% employee-owned investment management firms. This aligns our best interests with that of our clients, as our success is your success.I believe giving back to the community that shaped your career is extremely important. I am currently a Board member at the University of the Fraser Valley Alumni Association, member of the Fraser Valley Estate Planning Council, volunteer with CFA Vancouver for events and have mentored business students at UFV, providing career guidance and project feedback.I am a CFA charterholder and earned by BBA (Finance) through the University of the Fraser Valley where I played on the varsity soccer team.
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