Matthew Bacchiochi is a Portfolio Manager and the President of Cardinal Point Athlete Advisors. He has thirty years of financial services experience. After graduating from Concordia University with a Bachelor of Commerce degree (Major in Finance), he extended his academic pursuits by obtaining the Chartered Financial Analyst and the Certified Financial Planner designations and qualified as a Fellow of the Canadian Securities Institute. Through the Canadian Securities Institute, Matthew completed the Derivatives Program and was accredited as a Chartered Investment Manager and a Financial Management Advisor. Matthew is a holder of the Trust & Estate Practitioner designation, as well.
Matthew’s diversity of experience and breadth of knowledge are valuable for problem solving and for guiding clients’ decision-making. Fundamental to his approach to the profession and client relationships is his excitement for helping people chase and achieve their goals. As people work toward their goals, the journey and the growth produces happiness, security and peace of mind.
Matthew has been interviewed and featured in numerous publications, including The Globe & Mail, Investment Executive, Financial-Planning.com and CFA Institute Magazine. He was an honouree of the Concordia 50 Under 50 who are defining the world of tomorrow and he was recognized as a top advisor in The Globe and Mail annual ranking.