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Matthew Campbell Email & Phone Number
Senior Investment Advisor and Senior Portfolio Manager
at
Wellington-Altus
1 work email found
@richardsongmp.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Advisor and Senior Portfolio Manager
Location
Montreal, Quebec, Canada
Company size
Who is Matthew Campbell? Overview
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Quick answer
Matthew Campbell is listed as Senior Investment Advisor and Senior Portfolio Manager at Wellington-Altus, a with 9 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at richardsongmp.com and a matched LinkedIn profile for Matthew Campbell.
Matthew Campbell previously worked as Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus and Director, Wealth Management, Portfolio Manager at Richardson Wealth. Matthew Campbell holds Master Of Arts (M.A.), Western Canadian History from University Of Manitoba.
Company email context
Email format at Wellington-Altus
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{first}.{last}@richardsongmp.com
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AeroLeads found 1 current-domain work email signal for Matthew Campbell. Compare company email patterns before reaching out.
Profile bio
About Matthew Campbell
For over 30 years I have helped individuals and families realize their financial goals. Through strict adherence to time tested methods of investing and portfolio management my clients have had the opportunity to make the most of their personal financial situation. Besides our expertise in portfolio management, our approach is to take an integrated look at your entire financial picture drawing on our in-house Tax & Estate Planning professionals to deliver the most effective solutions. Once a clear understanding of your objectives and risk tolerance is achieved, it is my goal to construct a manageable and steady financial roadmap forward. Consistent communication is a cornerstone of this process in order to help navigate the curves in the road and numerous hills and valleys of investing.I invite you to review the remainder of the information posted on this link and decide if you, or you and your family, may be candidates for the services and advice I provide. I would be happy to hear from you.
Listed skills include Wealth Management, Portfolio Management, Investments, Investment Advisory, and 15 others.
Current workplace
Matthew Campbell's current company
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Wellington-Altus
9 roles
Matthew Campbell work experience
A career timeline built from the work history available for this profile.
Senior Investment Advisor & Senior Portfolio Manager
Matt studied at the University of Manitoba, where he obtained a Bachelor and a Master of Arts, with a focus on 19th century Canadian history.After completing university, he began his career as an investment advisor in 1986. Since then, he has devoted his work time to maintaining and enhancing the financial wellbeing of the individuals and families in his care.Matt’s duties as a financial advisor and portfolio manager include basic financial planning, portfolio management, a continual appraisal of the dynamics of the macro environment, and a continuous evaluation of individual investment opportunities.He also likes to support environmental organizations, a favourite being Ducks Unlimited Canada.
Director, Wealth Management, Portfolio Manager
I create portfolios with specific client-centered mandates and manage them within those guidelines. Once we determine the type of portfolio that best suits you, I construct the portfolio and also make the necessary adjustments from time to time on your behalf, to react to investment oppportunities that arise or to adapt it to changes in your personal situation. And most importantly, I make sure the objectives and risk tolerance levels of your portfolio stay within the stated guidelines we agreed upon.
Oct 2020 - Oct 2024
Director Wealth Management, Portfolio Manager, Investment Advisor At Richardson Wealth
May 2007 - Oct 2024
Portfolio Manager, Investment Advisor
May 2007 - Oct 2024
Portfolio Manager, Investment Advisor At Richardson Wealth
May 2007 - Oct 2024
Director, Wealth Management, Investment Advisor
I advise you on the proper construction and organization of your financial assets. I advise on buy, as well as sell criteria, and how to properly diversify a portfolio for optimum performance within your objectives and risk tolerance levels.
May 2007 - Oct 2020
Financial Security Advisor / Insurance Agent
As a licenced Insurance Agent I am able to identify your potential insurance needs whether from a safety of family perspective, or to maximize estate proceeds. My goal is to work with our in-house Tax & Estate Planning team of professionals to maximise the benefits to you in this area.
May 2007 - Oct 2020
Jan 1989 - May 2007
2 education records
Matthew Campbell education
Master Of Arts (M.A.), Western Canadian History
Bachelor Of Arts (B.A.), Canadian History
FAQ
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Quick answers generated from the profile data available on this page.
What company does Matthew Campbell work for?
Matthew Campbell works for Wellington-Altus.
What is Matthew Campbell's role at Wellington-Altus?
Matthew Campbell is listed as Senior Investment Advisor and Senior Portfolio Manager at Wellington-Altus.
What is Matthew Campbell's email address?
AeroLeads has found 1 work email signal at @richardsongmp.com for Matthew Campbell at Wellington-Altus.
Where is Matthew Campbell based?
Matthew Campbell is based in Montreal, Quebec, Canada while working with Wellington-Altus.
What companies has Matthew Campbell worked for?
Matthew Campbell has worked for Wellington-Altus, Richardson Wealth, Richardson Gmp, and Cibc Wood Gundy.
How can I contact Matthew Campbell?
You can use AeroLeads to view verified contact signals for Matthew Campbell at Wellington-Altus, including work email, phone, and LinkedIn data when available.
What schools did Matthew Campbell attend?
Matthew Campbell holds Master Of Arts (M.A.), Western Canadian History from University Of Manitoba.
What skills is Matthew Campbell known for?
Matthew Campbell is listed with skills including Wealth Management, Portfolio Management, Investments, Investment Advisory, Investment Strategies, Securities, Asset Allocation, and Mutual Funds.
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