Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian's group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets.
In his more than 30 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray.
Brian is frequently quoted in the financial press, including regular appearances on CNBC, Bloomberg, and BNN. Renowned for his accuracy as a strategist, Brian's 2016 forecast for the Canadian stock market fell within 13 points, and missed by merely 63 points in 2019. For the
U.S. stock market, his 2014 forecast was within 9 points, while his 2012 forecast was out by an incredible single point.
Brian has been ranked as a 'Top Gun' analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.
Prior to joining the WFO Matthew was the Chief Investment Officer for a multi-family office based in Calgary. In this role, Matthew was responsible for investment oversight of the various families' holdings on both a public and private basis. He also mentored the younger generations on the investment process and assisted in helping them achieve a greater understanding of how their wealth is managed.Previously, Matthew was Director, Investment Analysis at Kinnear Financial, the family office for James Kinnear, where he was responsible for making asset allocation and security selection recommendations across the public and private holdings of the family. Prior to this he was Vice President, Transaction Advisory Services at Ernst & Young, having spent over five years with the firm including two and a half years in Aberdeen, UK. He has worked with clients in the oil and gas, oilfield services and mining sectors across the Middle East, Europe, and North America and has presented to several industry and private equity groups on industry and transaction matters as well as having been published in the media. Before joining Ernst & Young, Matthew worked for a boutique investment bank in Calgary covering the junior oil & gas and metals & mining sectors. His transaction experience has included initial public and secondary offerings, private placements, merger & acquisition advisory work on both the buy and sell sides as well as a number of management and leveraged buy-out transactions sponsored by both private equity firms and corporations. Matthew holds a Bachelor of Commerce (Honours) from Mount Allison University and is a CFA charterholder. He is a past president of the CFA Society Calgary and is a past Chair of the CFA Institute's Disciplinary Review Committee.
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