Matt Lawley, Cfa
About Matt Lawley, Cfa
Matt Lawley, CFA, is an Associate Consultant at IG Wealth Management, where he has worked since 2015. He specializes in portfolio analysis and investment policy design, significantly increasing high-net-worth client households and assets under management.
Work at IG Wealth Management
Matt Lawley has served as an Associate Consultant at IG Wealth Management since 2015. His role involves conducting external portfolio analysis and crafting detailed investment policy statements tailored to clients' financial objectives. Over his nine years in this position, he has successfully increased the number of high-net-worth households by 200%. His contributions have helped the team achieve recognition as the fastest-growing in Canada.
Education and Expertise
Matt Lawley studied at Langara College from 2008 to 2010, completing a Transfer Program. He then attended the Sauder School of Business at The University of British Columbia, where he earned a Bachelor of Commerce with Honours in Finance from 2010 to 2012. His educational background provides a strong foundation for his expertise in financial planning and investment management.
Background
Before joining IG Wealth Management, Matt worked as a Financial Security Advisor at Freedom 55 Financial from 2012 to 2013. In this role, he focused on developing financial strategies for clients. His experience in the financial sector has contributed to his comprehensive understanding of wealth management and client relationship building.
Achievements
During his tenure at IG Wealth Management, Matt implemented an investment philosophy framework that significantly improved investment returns and attracted new high-net-worth clients. This initiative resulted in a substantial increase in assets under management, growing from $35 million to over $100 million. Additionally, he executed a rebalancing framework for client portfolios in 2020, which led to a 25% growth in assets under management.