Matthew Williams
Senior Portfolio Manager, Investment Advisor @Richardson Wealth
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WORK HISTORY
Senior Portfolio Manager, Investment Advisor @Richardson Wealth
ON, CA
EDUCATION
Brock University
Sport Business Management, Business, Economics, Political Science, Event Management
CFA Institute
CFA Charter, Finance
Canadian Securties Institute
Finance
SKILLS
ABOUT MATTHEW WILLIAMS
Matthew has always been fascinated by the ebb and flow of the markets and combines nearly 20 years of experience and an interest in investing with a rare ability to translate the complexities of finances into simple ideas and strategies. Before joining Richardson Wealth in 2024, Matthew spent 17 years in the private investment counsel at a major financial institution where he worked closely with clients to help them navigate where their life goals intersect with their wealth planning. Matthew is a CFA® charterholder and a proud member of the CFA Society Toronto.Enjoying the best of what the country and city have to offer, Matthew and his spouse Courtney split their time between Prince Edward County and Toronto. In his downtime, Matthew is a voracious reader and vinyl collector. He spends his summers cycling and attempts to ride the wave of youthfulness by surfing on his family vacations.
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