Mathew Bushnell
CFP, TEP, B.Comm.
Associate Wealth Advisor
As a Associate Wealth Advisor and member of the Investment Strategy Group, Mathew has 5 years of investment and financial planning experience. He is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies.
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Industry Experience
Mathew works closely with Andy and Marvin as an Investment Analyst on The Schmidt Investment Group’s Investment Committee. Mathew also takes a leading role in technology innovation projects.
Designations & Degrees
Mathew holds a Bachelor of Commerce degree in Finance from the University of Alberta, and is currently working towards completing the Canadian and International Trust and Estate Practitioner designation (TEP), as well as the Certified Financial Planner (CFP) designation.
While attending the University of Alberta, Mathew gained international financial sector experience working for a German Investment Bank and Equity Research House. Upon returning to Canada, Mathew began working for CIBC as a Personal Banking Advisor and soon after transitioned to The Schmidt Investment Group’s Wealth Strategy Group.
Outside the Office
Mathew can generally be found exploring the outdoors whether it be snowboarding in the mountains or boating out on the lake. Mathew has a passion for travelling domestically and internationally with friends and family.
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