Matthew Bacchiochi, Cfa, Cfp, Tep

Matthew Bacchiochi, Cfa, Cfp, Tep Email and Phone Number

Senior Managing Director @ Cardinal Point Wealth Management
toronto, ontario, canada
Matthew Bacchiochi, Cfa, Cfp, Tep's Location
Toronto, Ontario, Canada, Canada
Matthew Bacchiochi, Cfa, Cfp, Tep's Contact Details

Matthew Bacchiochi, Cfa, Cfp, Tep work email

Matthew Bacchiochi, Cfa, Cfp, Tep personal email

n/a
About Matthew Bacchiochi, Cfa, Cfp, Tep

Experienced personal finance professional with a demonstrated history of leadership in the financial services sector and professional hockey community.

Matthew Bacchiochi, Cfa, Cfp, Tep's Current Company Details
Cardinal Point Wealth Management

Cardinal Point Wealth Management

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Senior Managing Director
toronto, ontario, canada
Website:
cardinalpointwealth.com
Employees:
25
Matthew Bacchiochi, Cfa, Cfp, Tep Work Experience Details
  • Cardinal Point Wealth Management
    Portfolio Manager
    Cardinal Point Wealth Management Jun 2024 - Present
    Toronto, Ontario, Canada
    Designing and managing discretionary investment portfolios for private clients.
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  • Cardinal Point Athlete Advisors
    Senior Managing Director
    Cardinal Point Athlete Advisors May 2024 - Present
    Toronto
    At Cardinal Point Athlete Advisors, we believe that people derive the most happiness from being able to do what they want, when they want. And our Goals Matter process helps make this happen.
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  • Gavin Hockey Wealth Specialists
    President
    Gavin Hockey Wealth Specialists Oct 2021 - May 2024
    Toronto, Ontario, Canada
    GAVIN Group operates a multi-family office and are registered portfolio managers, with a specialty in wealth management for professional hockey players, athletes and affluent households. GAVIN Group is dedicated to clients, their goals and long-term financial success.
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  • Gavin Hockey Wealth Specialists
    Vice President & Portfolio Manager
    Gavin Hockey Wealth Specialists Oct 2003 - Oct 2021
    Toronto, Canada Area
    We specialize in making professional hockey players financially secure. For life.GAVIN Management Group, Inc. (incorporated under the laws of State of Florida) is registered as an investment adviser under section 203 of the United States Investment Advisers Act of 1940 to carry on the business of an adviser in the United States.GAVIN Private Counsel Inc is registered as a portfolio manager and exempt market dealer under The Securities Act, Ontario. It is also registered as a portfolio manager in BC, Alberta, Manitoba and Quebec.
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  • Toronto Maple Leafs Alumni
    Comptroller
    Toronto Maple Leafs Alumni Mar 2001 - Mar 2017
    Toronto, Canada Area
    Manage the cash position, develop and strengthen financial controls, policies and procedures. Financial reporting and forecasting, maintenance of general ledger, coordination of all tax compliance and related activities.
  • Corporate Planning Associates
    Vice President
    Corporate Planning Associates Feb 1998 - Oct 2003
    Toronto, Ontario
    Financial planning, investment advisory services, tax and estate planning, income and asset protection and insurance strategies for a distinct client base consisting of high net worth individuals and professional athletes.
  • Sun Life Financial
    Account Manager
    Sun Life Financial Mar 1996 - Feb 1998
    Toronto, Ontario
    Education and communication for plan members to encourage retirement savings and promote fiduciary responsibilities.
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Matthew Bacchiochi, Cfa, Cfp, Tep Skills

Portfolio Management Investments Wealth Management Securities Strategic Financial Planning Financial Planning Investment Strategies Mutual Funds Equities High Net Worth Individuals Alternative Investments Asset Managment Asset Management Investment Advisory Investment Management Retirement Planning Asset Allocation Etfs Wealth Management Services Fixed Income

Matthew Bacchiochi, Cfa, Cfp, Tep Education Details

Frequently Asked Questions about Matthew Bacchiochi, Cfa, Cfp, Tep

What company does Matthew Bacchiochi, Cfa, Cfp, Tep work for?

Matthew Bacchiochi, Cfa, Cfp, Tep works for Cardinal Point Wealth Management

What is Matthew Bacchiochi, Cfa, Cfp, Tep's role at the current company?

Matthew Bacchiochi, Cfa, Cfp, Tep's current role is Senior Managing Director.

What is Matthew Bacchiochi, Cfa, Cfp, Tep's email address?

Matthew Bacchiochi, Cfa, Cfp, Tep's email address is ma****@****ife.com

What schools did Matthew Bacchiochi, Cfa, Cfp, Tep attend?

Matthew Bacchiochi, Cfa, Cfp, Tep attended Concordia University, Cegep - John Abbott College.

What are some of Matthew Bacchiochi, Cfa, Cfp, Tep's interests?

Matthew Bacchiochi, Cfa, Cfp, Tep has interest in Children.

What skills is Matthew Bacchiochi, Cfa, Cfp, Tep known for?

Matthew Bacchiochi, Cfa, Cfp, Tep has skills like Portfolio Management, Investments, Wealth Management, Securities, Strategic Financial Planning, Financial Planning, Investment Strategies, Mutual Funds, Equities, High Net Worth Individuals, Alternative Investments, Asset Managment.

Who are Matthew Bacchiochi, Cfa, Cfp, Tep's colleagues?

Matthew Bacchiochi, Cfa, Cfp, Tep's colleagues are James Sheldon, Terry Ritchie, Jennifer Strymecki, Cfp®, Jeremy Kralt, Garth D. Mcintosh, Gordon Hansford, Sally Taylor, Cpa, Pfs, Msfp, Cfp®.

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