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Matt Dunn, CFA®, MBA

Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners

Matt Dunn

Email
[email protected]

Office Phone
403.234.6105

Mobile Phone
587.435.4339

LinkedIn Profile
Matt Dunn

Location
Calgary, Alberta

“My purpose is to make people better investors. People who are well advised are more likely to realize higher lifetime returns and achieve their financial goals.”

My wealth advisory practice is based around financial planning and investor behavior. These are the two factors that clients can control, with the help of their advisor. This contrasts with the unpredictable, uncontrollable, and largely inconsequential short-term gyrations of financial markets. My ability to empower clients with this understanding is my true value-add, allowing them to achieve their lifelong goals without being overly stressed by market volatility.

Prior to joining CWB Wealth Partners, I enjoyed a long career in Institutional Equity Sales & Trading as Director of Institutional Sales with FirstEnergy Capital and, more recently, with GMP Securities. My time with FirstEnergy included over three years in the London office dealing with clients in the UK and Europe. I’ve also worked as an equity research analyst, and began my career as a portfolio analyst with an independent investment manager in Montreal.

I received my MBA (Finance) from McGill University and hold a Bachelor of Commerce in Economics from Mount Allison University. I am a CFA® charterholder and a member of the Calgary CFA® Society.

Beyond the Office

I like travelling with my wife and two daughters, as well as golfing, skiing, sporting clays and recreational hockey. I’m also a proud supporter of Calgary Drop-In & Rehab Centre.