Current role

Matthew Wright joined CDSPI Advisory Services Inc. in 2015 as a bilingual Investment Associate based in Toronto and has since advanced to the role of Investment Planning Advisor.  He currently serves the financial planning needs of dental professionals and their families and is well versed in the areas of wealth management, estate and tax planning.  Matthew is passionate about helping clients to achieve their personal and business goals and focuses on assisting them in growing through each stage of their career.

Experience

Matthew is fluent in French and has been in the financial services industry since 2010 — both professionally as well as academically. Before joining CDSPI, he spent several years in the investment brokerage division of a major Canadian bank and then moved on to obtain his MBA degree with a focus in finance in London, England. Matthew is also a graduate from Trent University receiving his Bachelor of Business Administration degree, and he played varsity lacrosse for the university team during his time there.

Outside of work

Matthew enjoys travelling and the outdoors.  In the summer, he spends as much time away from the city as possible — either on the motorcycle or on the water fishing. In winter, he tries to ski and plays hockey as much as time allows.