Matt Muirhead, ASA

Location
Calgary, Alberta

“I turn numbers into insights then action to make investing clear and accessible. Adding value for our clients, so they can achieve their financial goals, is what drives me every day.”

Before joining CWB Wealth in 2023, I spent six years at an actuarial consulting firm. That experience gave me a strong foundation in working with complex data and developing models to analyze risks and opportunities. It also taught me the importance of precision and thoroughness, qualities that I carry into my work today.

As a Research Analyst specializing in U.S. equities, I combine my strong analytical background with a passion for uncovering opportunities that help clients achieve their financial goals. With a degree in Actuarial and Financial Mathematics from McMaster University and an Associate designation from the Society of Actuaries (ASA), I bring a unique blend of quantitative expertise and qualitative insights to every investment decision.

I believe that cutting through market noise and avoiding the distractions of short-term trends is essential to making informed, data-driven decisions. By blending qualitative research—examining factors like competitive advantages and industry dynamics—with quantitative analysis, I aim to create a well-rounded evaluation of each opportunity. This dual approach helps ensure that the investments we recommend are not only sound, but also aligned with our clients' long-term goals. My goal is to bring clarity and confidence to the investment process, ensuring that every decision is backed by thorough research and a commitment to excellence.