Matthew Nadas, Cfa Email & Phone Number

Toronto, Ontario, Canada

As a member of the Knudson Wealth Management Group we are a discretionary portfolio management group focusing on long-term growth and stability. Specializing in high-net worth individuals, we deliver exceptional service and a full-suite of financial services to help our clients reach their goals. As an Associate Investment Advisor I assist clients in all areas of our practice ranging from new account opening, cash flow and trading, financial planning, estate planning and all account or… Show more As a member of the Knudson Wealth Management Group we are a discretionary portfolio management group focusing on long-term growth and stability. Specializing in high-net worth individuals, we deliver exceptional service and a full-suite of financial services to help our clients reach their goals. As an Associate Investment Advisor I assist clients in all areas of our practice ranging from new account opening, cash flow and trading, financial planning, estate planning and all account or market-related questions. On the investment management side I provide analysis at the economic, sector and individual security level to assist in portfolio management decision-making. As part of the risk-management process I am responsible for monitoring client portfolios across the book to ensure the asset allocation and risk levels are in line with our clients' objectives. Show less

Toronto, Ontario, Canada

Our team provides a full suite of financial services with exceptional customer care. Specializing in investment management, we create and oversee portfolios tailored to clients' individual ambitions. An innovative approach to investing, combining technical and fundamental analysis, helps to uncover novel ideas and add further value to our portfolios. Seeking exceptional returns by allocating portions of our portfolios to momentum factors, our risk management techniques protect clients' savings… Show more Our team provides a full suite of financial services with exceptional customer care. Specializing in investment management, we create and oversee portfolios tailored to clients' individual ambitions. An innovative approach to investing, combining technical and fundamental analysis, helps to uncover novel ideas and add further value to our portfolios. Seeking exceptional returns by allocating portions of our portfolios to momentum factors, our risk management techniques protect clients' savings from downside market movements. Show less

Toronto, Canada Area

As an Investment Representative for the Private Client Division of BMO Nesbitt Burns I consistently provide exceptional service to clients with timely execution of requests and follow up. I work closely with the Investment Advisor and other members of my team to determine client needs and market conditions, then to find and implement solutions. Working on a team that highly regards technical analysis, I assist my team with research into current market conditions to determine favorable sectors… Show more As an Investment Representative for the Private Client Division of BMO Nesbitt Burns I consistently provide exceptional service to clients with timely execution of requests and follow up. I work closely with the Investment Advisor and other members of my team to determine client needs and market conditions, then to find and implement solutions. Working on a team that highly regards technical analysis, I assist my team with research into current market conditions to determine favorable sectors for client investment and analyzing client portfolios to determine if they are within their asset allocation and risk profiles, as well as establishing whether there are opportunities to improve performance through tactical asset allocation. Show less

77 Bloor St W, Toronto, On

As a Wealth Operations Officer I facilitated transfers into and out of TD Waterhouse by analyzing transfer documents for deficiencies and communicating with external advisors to provide an exceptional client experience. I worked closely within team environment to complete time-sensitive requests within the 7-business day SLA agreement. Key projects included reducing the SLA time down to 1 business day, implementing changes in the role to improve service time for external advisors and then… Show more As a Wealth Operations Officer I facilitated transfers into and out of TD Waterhouse by analyzing transfer documents for deficiencies and communicating with external advisors to provide an exceptional client experience. I worked closely within team environment to complete time-sensitive requests within the 7-business day SLA agreement. Key projects included reducing the SLA time down to 1 business day, implementing changes in the role to improve service time for external advisors and then training new and existing employees on these changes, and being trained on several roles within the team to provide assistance to whichever division required assistance. Show less

Whistler, B.C.

Maintained the fastest ice track in the world while accommodating the training of professional athletes and recreational activities of the public.

Whistler B.C.

Provided client service and memorable guest experiences on a collection of Whistler's greatest outdoor adventures and casual activities.

Cfa Charterholder

Bachelor Of Arts (B.A.), Financial Economics/Biology

Canadian Securities Course

Conduct And Practices Handbook

Bachelor Of Arts - Ba, Financial Economics