Matthew Ardrey Email & Phone Number
Portfolio Manager and Senior Financial Planner @ TriDelta Financial
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Matthew Ardrey Location
- Toronto, ON, CA
Matthew Ardrey Work
- Portfolio Manager and Senior Financial Planner @ (July 2016 - Present)
- Vice President @ (October 2000 - June 2016)
- CSR @ Bank of Montreal (October 1999 - September 2000)
Matthew Ardrey Education
- Institute of Advanced Financial Planners
R.F.P (Financial Planning and Services)
2016-2017 - Canadian Securities Institute
FMA, CIM (Wealth Management, Investments)
1999-2004 - Financial Plannners Standards Council
CFP (Financial Planning)
2002-2002 - Western University
BA (Finance & Economics)
1994-1997 - Philip Pocock 1990-1994
Matthew Ardrey Skills
- Financial Planning
- Estate Planning
- Investments
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Personal Tax Planning
- Tax Preparation
- Financial Planners
- Accounting
- Employee Benefits
- Personal Financial Planning
- Investment Strategies
- Mutual Funds
- Investment Management
- Financial Advisory
- Investment Advisory
- Pensions
- Portfolio Management
- Asset Allocation
- Retirement
- Finance
- Retirement Savings
- Wealth
- Valuation
- Asset Management
- Alternative Investments
- Equities
- Fixed Income
- Insurance
- Personal Finance
- Financial Services
Matthew Ardrey Summary
- Matthew Ardrey, based in Toronto, ON, CA, is currently a Portfolio Manager and Senior Financial Planner at TriDelta Private Wealth. Matthew Ardrey brings experience from previous roles at T.E. Wealth and Bank of Montreal. Matthew Ardrey holds a 2016 - 2017 R.F.P in Financial Planning and Services @ Institute of Advanced Financial Planners. With a robust skill set that includes Financial Planning, Estate Planning, Investments, Retirement Planning, Strategic Financial Planning and more. Matthew Ardrey has 1 emails and 1 mobile phone numbers on RocketReach.
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