Matt Evans
Chief Executive Officer bei CWB Wealth Management Ltd.
Profil
Mr. Matthew Evans, CFA, is a President & Chief Executive Officer at CWB Wealth Management Ltd.
He has over 15 years in the financial services industry, he has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations.
He most recently served as CWB Financial Group’s Vice President, Strategy, and Corporate Development.
Matt brings depth in corporate strategic planning and execution, high impact leadership and coaching through change.
Mr. Evans was employed as a Director-Business Development by Adroit Investment Management Ltd.
and an Investment Advisor by CIBC Wood Gundy Corp.
He received his undergraduate degree from the University of Alberta.
Aktive Positionen von Matt Evans
| Unternehmen | Position | Beginn |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Chief Executive Officer | 15.01.2020 |
Ehemalige bekannte Positionen von Matt Evans
| Unternehmen | Position | Ende |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Sales & Marketing | 01.11.2012 |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. | Corporate Officer/Principal | 31.12.2009 |
Ausbildung von Matt Evans
| University of Alberta | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
