Administrative Associate - The Fahy Group
CurrentSupports the investment team on account opening, portfolio rebalancing, ad-hoc trades, and client services.
Apr 2022 - Present
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Matthew Te Email & Phone Number
Administrative Associate at ScotiaMcLeod | CFA Level III Candidate
at
Scotia Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Administrative Associate at ScotiaMcLeod | CFA Level III Candidate
Location
Vancouver, British Columbia, Canada
Company size
Who is Matthew Te? Overview
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Quick answer
Matthew Te is listed as Administrative Associate at ScotiaMcLeod | CFA Level III Candidate at Scotia Wealth Management, a with 3 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Matthew Te.
Matthew Te previously worked as Administrative Associate - The Fahy Group at Scotia Wealth Management and Administrative Assistant at Rbc Dominion Securities. Matthew Te holds Bs In Financial Management, Finance And Financial Management Services from De La Salle University.
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Email format at Scotia Wealth Management
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Scotia Wealth Management
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Profile bio
About Matthew Te
CFA level III candidate. Currently working as an Administrative Associate for The Fahy Group at ScotiaMcLeod.
Listed skills include Microsoft Excel, Financial Analysis, Financial Modeling, Research, and 7 others.
Current workplace
Matthew Te's current company
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Scotia Wealth Management
5 roles
Matthew Te work experience
A career timeline built from the work history available for this profile.
Administrative Assistant
Supported four investment advisors mainly on account management and client services.
Mar 2021 - Mar 2022
Equity Research Analyst
Lead analyst on Philippine consumer and telecoms.Actively pitched actionable investment ideas to large institutions, including state-owned pension fund, bank trust departments and insurance companies.
Dec 2018 - Dec 2019
Summer Analyst
Aided on the initiation of a water utility company by building a financial model and drafting its initiation report. Presented and justified a consumer sector proposal to the head of research, encompassing valuation and financial analysis. Responsibilities include, client ad-hoc requests, analyst briefings and daily news reports.
Jun 2018 - Sep 2018
Summer Analyst
Collaborated with the analysts to update databases, create financial models, and address ad-hoc requests.
Jan 2018 - Apr 2018
Team & coworkers
Colleagues at Scotia Wealth Management
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
SZ
Sandy Zhang
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
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CD
Cole Doner, Cim®
Colleague at Scotia Wealth ManagementNewmarket, Ontario, Canada
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SM
Shelagh M.
Colleague at Scotia Wealth ManagementHalifax, Nova Scotia, Canada
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SS
Shalini Soni
Colleague at Scotia Wealth ManagementScarborough, Ontario, Canada
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AS
Ashwin Sivadas
Colleague at Scotia Wealth ManagementCanada
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KY
Krystal Yu
Colleague at Scotia Wealth ManagementMississauga, Ontario, Canada
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NK
Neil Keohane
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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MM
Maja Musanovic
Colleague at Scotia Wealth ManagementHalifax, Nova Scotia, Canada
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ZA
Zhiqiang Alan Xu, Pfp, Cim
Colleague at Scotia Wealth ManagementOttawa, Ontario, Canada
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DO
Dwi Octorini
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
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Sandy Zhang
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
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CD
Cole Doner, Cim®
Colleague at Scotia Wealth ManagementNewmarket, Ontario, Canada
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SM
Shelagh M.
Colleague at Scotia Wealth ManagementHalifax, Nova Scotia, Canada
View →
SS
Shalini Soni
Colleague at Scotia Wealth ManagementScarborough, Ontario, Canada
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AS
Ashwin Sivadas
Colleague at Scotia Wealth ManagementCanada
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KY
Krystal Yu
Colleague at Scotia Wealth ManagementMississauga, Ontario, Canada
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NK
Neil Keohane
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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MM
Maja Musanovic
Colleague at Scotia Wealth ManagementHalifax, Nova Scotia, Canada
View →
ZA
Zhiqiang Alan Xu, Pfp, Cim
Colleague at Scotia Wealth ManagementOttawa, Ontario, Canada
View →
DO
Dwi Octorini
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
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2 education records
Matthew Te education
Bs In Financial Management, Finance And Financial Management Services
Primary And Secondary Education
Saint Jude Catholic School
FAQ
Frequently asked questions about Matthew Te
Quick answers generated from the profile data available on this page.
What company does Matthew Te work for?
Matthew Te works for Scotia Wealth Management.
What is Matthew Te's role at Scotia Wealth Management?
Matthew Te is listed as Administrative Associate at ScotiaMcLeod | CFA Level III Candidate at Scotia Wealth Management.
Where is Matthew Te based?
Matthew Te is based in Vancouver, British Columbia, Canada while working with Scotia Wealth Management.
What companies has Matthew Te worked for?
Matthew Te has worked for Scotia Wealth Management, Rbc Dominion Securities, Papa Securities Corporation, and Maybank Kim Eng.
Who are Matthew Te's colleagues at Scotia Wealth Management?
Matthew Te's colleagues at Scotia Wealth Management include Sandy Zhang, Cole Doner, Cim®, Shelagh M., Shalini Soni, and Ashwin Sivadas.
How can I contact Matthew Te?
You can use AeroLeads to view verified contact signals for Matthew Te at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew Te attend?
Matthew Te holds Bs In Financial Management, Finance And Financial Management Services from De La Salle University.
What skills is Matthew Te known for?
Matthew Te is listed with skills including Microsoft Excel, Financial Analysis, Financial Modeling, Research, Bloomberg Terminal, Bloomberg, Equity Research, and Finance.
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