Mathis prides himself on his client-focused approach and helps his clients to invest in themselves and their future. He believes that every investor should have an investment strategy that is based on his or her life situation, objectives and risk tolerance. Taking the time to understand his clients’ unique circumstances, he recognizes the importance of financial planning1 to complement their investment strategy. Mathis offers advice on RRSPs, TFSAs, RESPs, corporate and trust accounts.
Your investment strategy is critical to your overall financial well-being. Mathis carefully builds and maintains your portfolio with highly regarded, independent research. Recognizing that life doesn’t stand still, Mathis regularly reviews client portfolios and encourages discussions that address changes to his clients’ personal and financial situations.
Originally from Düsseldorf, Germany, Mathis moved to Canada in 2008 to attend Simon Fraser University where he completed his B.A. in Economics and competed for the school’s NCAA American football team.
He joined Odlum Brown in 2014 as an assistant to the esteemed Chris Tidd (retired). Today, Mathis is a Portfolio Manager and Investment Advisor with a Chartered Investment Manager® designation.
Mathis’s adopted home is North Vancouver, where he enjoys an active lifestyle that includes running, mountain biking and most importantly, skiing with his children. The Odlum Brown spirit of giving back is also very important to Mathis. He volunteers his time with local youth sports and is the Social Director of the German Canadian Business Association in Greater Vancouver.
Please feel free to contact Mathis today at [email protected]com or (604) 844-5383.
1Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.