Matthew Campbell
Portfolio Manager
CFP®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
Born and raised in Winnipeg, my affinity towards numbers and passion for helping others led to completing a Bachelor of Commerce (Hons) degree at the University of Manitoba, majoring in Finance and International Business.
While working nearly two decades in the financial services industry, I gained the knowledge and expertise to help clients identify and achieve their unique goals. Using our proven approach, we work collaboratively with clients to develop and manage their individual wealth plans.
Spending over 10 years working directly with physicians and their families has provided me with great insight into the personal lives and financial needs for individuals within the healthcare sector.
In addition, our team focuses on working with affluent business owners, professionals, and a myriad of high net worth individuals seeking advice on wealth management.
With access to a network of specialists (insurance, estate planning, private banking, tax planning), we are able to provide a holistic individualized wealth plan for each of our clients.
Away from work I lead and active life with my wife and three young children.
Phone
Fax
(204) 988-1602
Certificates
CFP®
CIM®
Languages
English
Education
University of Manitoba
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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