Before joining Acumen in 2021, Mateo achieved an award for being one of the Top Performing Financial Planners in Canada in 2020. While he follows a proven disciplined market strategy, he also realizes that innovation is key to staying ahead of the market. Mateo uses a combination of fundamental and technical analysis along with a proper client risk management. He spends a vast amount of his time researching and analyzing the top performing portfolio managers in North America. He is a proactive investor and therefore takes advantage of market corrections.
Mateo graduated from SAIT in 2007 with an Avionics Technology diploma. He quickly realized he has an entrepreneurial spirit and passion for business and investing. In 2010 he decided to pursue a career in this field and graduated with a financial planning diploma from Mount Royal University in 2014. In 2015 Mateo successfully received his Certified Financial Planner designation. Moreover, he is also a Chartered Investment Manager.
Mateo is excellent at communicating the financial jargon to his clients and explains everything in a way the client can understand. Mateo’s ultimate goal is to ensure that his clients are feeling comfortable and confident about their investment strategy and retirement plan.
Contact Mateo if you are interested in personalized approach to an innovative investment strategy.