ifto-2019-speaker Matthew-McGrath

Matthew J. McGrath

Senior Partner and Head of Portfolio Management, Optimize Wealth Management

Matthew McGrath is the CEO of Optimize Wealth Management, responsible for the strategic direction of the firm as well as the portfolio management team. Matthew is a key member of the investment management committee. Over Matthew’s 25-year career within the industry, he has held several positions working directly on Wall Street but spent much of his time as a Vice-President at RBC Financial Group, providing financial advice to individual households while managing more than $150 million in assets. Matthew holds a Bachelor of Commerce Degree from Queens University, a Masters of Finance Degree from the University of Toronto and is a Chartered Financial Analyst (CFA) charterholder. He is a Fellow of the Canadian Securities Institute (FCSI).