Matthew Mantle

Portfolio Manager and Financial Planner @Foundation Wealth Partners

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Portfolio Manager and Financial Planner @Foundation Wealth Partners

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Calgary, AB, CA

SKILLS

Asset AllocationRetirement PlanningFinancial AdvisoryHigh Net Worth IndividualsProblem SolvingFinancial AnalysisProject CoordinationInvestment StrategiesWealth ManagementInvestment AdvisoryInvestmentsEquitiesCustomer ServiceWealthSecuritiesEtfsInvestment ManagementRetirementBondsStrategic Financial PlanningFinanceWealth Management Services

ABOUT MATTHEW MANTLE

Matthew specializes in the integration of wealth planning and portfolio management…

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Matthew Mantle — Portfolio Manager and Financial Planner at Foundation Wealth Partners in Calgary, AB, CA | Unifers