Matthew McGrath Email & Phone Number
President and CEO @ Optimize Financial Group
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Matthew McGrath Location
- Toronto, ON, CA
Matthew McGrath Work
- 2009 -now President and CEO @
- 1999 -2009 Executive Council Vice President @
Matthew McGrath Education
- AIMR
Chartered Financial Analyst
2000-2003 - Queen's University
BComm (Finance)
1992-1996 - University of Toronto
Masters of Finance
2008
Matthew McGrath Skills
- Wealth Management
- Investments
- Strategic Financial Planning
- Portfolio Management
- Asset Managment
- Personal Finance
- Financial Services
- Financial Advisory
- Asset Management
- Wealth
- Entrepreneurship
- Finance
- Financial Planners
- Due Diligence
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Capital Markets
- Investment Advisory
- High Net Worth Individuals
- Bonds
- Fixed Income
- Corporate Finance
- Financial Structuring
- Retirement Planning
- Valuation
- Wealth Management Services
- Financial Modeling
- Derivatives
- Bloomberg
- Investor Relations
- Equities
- Morningstar
- Equity Trading
- Equity Research
- Investment Strategies
- Private Equity
- Commodity
- Investment Banking
- ETFs
- Trading
- Funding
- Venture Capital
- Services
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Private Placements
- Financial Markets
Matthew McGrath Summary
- Matthew McGrath, based in Toronto, ON, CA, is currently a President and CEO at Optimize Financial Group. Matthew McGrath brings experience from previous roles at RBC Financial Group. Matthew McGrath holds a 2000 - 2003 Chartered Financial Analyst @ AIMR. With a robust skill set that includes Wealth Management, Investments, Strategic Financial Planning, Portfolio Management, Asset Managment and more. Matthew McGrath has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Optimize Financial Group Employees
Timothy Ross
Wealth Planner
Brockville, ON, CA
Warren MacKenzie
Head Of Financial Planning
Toronto, ON, CA
Matthew McGrath
President and CEO
Toronto, ON, CA
Darwyne Lang
Wealth Planner at Optmize Asset Management
Toronto, ON, CA
Irene Cameron
Chief Financial Officer
Cornwall, ON, CA
Adam Newsome
Senior Operations Manager
Burlington, ON, CA
Marius Royal
Manager, Digital Marketing and Lead Generation
Toronto, ON, CA
Ana-Maria Andric
HR Manager
Canada
Philip Bielecki
Vice President, Trading and Research
Toronto, ON, CA
Kevin Fobert
Head, Private Client Group
Toronto, ON, CA
Curtis Raymond
Head of AI
Toronto, ON, CA
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