Matthew Bacchiochi CFA, CFP, FCSI, CIM, FMA

Vice President & Portfolio Manager


As Portfolio Manager, Matthew establishes and implements the firm’s investment philosophy, portfolio management process and compliance programs. Matthew has more than 18 years of industry experience in a variety of roles that include investment counselling, developing wealth management programs, providing retirement planning support and advising on tax issues.

Matthew has a Bachelor of Commerce degree (Major in Finance) from Concordia University and is a holder of the Chartered Financial Analyst designation and the Certified Financial Planner designation, as well as a Fellow of the Canadian Securities Institute. Through the Canadian Securities Institute, Matthew completed the Derivatives Program and is accredited as a Canadian Investment Manager and a Financial Management Advisor.

Matthew played junior hockey and continues to have a passion for hockey, soccer and CFL football. Matthew and his spouse reside in Mississauga and have four children. His volunteer activities include coaching with Clarkson Sheridan Soccer Club and Mississauga Girls Hockey League.

Contact Matthew Bacchiochi at: