Matthew Levy, CFA
Hi! My name is Matthew Levy, and I am part of the Financial Analysis team, where I apply my knowledge of securities analysis and risk-management techniques to maximize our readers’ return on their investment portfolios. I am the author of the .which you can
I graduated from the University of Victoria in 2010, where I earned a Bachelor of Science in Economics, with an option in Finance and Business. It was there that I developed a passion for helping people meet their goal of financial success through robust long-term investment portfolios. My education led me to formal training in Intermediate Macroeconomics and Intermediate Microeconomics, Theory of Corporate Finance, Financial Economics, and Econometrics & Mathematical Economics. From there, I started in the portfolio management and securities analysis industry.
To maximize the success of my clients’ portfolios, I undertook and completed the CFA® Charter in 2015, which is a rigorous professional credential program. Overall, it enhanced my experience in institutional and retail portfolio management and allowed me to further my understanding of how to manage and build excellent risk-adjusted portfolios.
My overall experience includes managing portfolios for high-net-worth retail and institutional clients, including managing and co-managing over $600MM in cumulative assets for private households, retail, and institutions. I also have a vast background in securities analysis, new issue analysis and syndication, portfolio research, trading, and back-testing. Additionally, in my prior career, I was a registered Portfolio Manager and Securities Retail Supervisor.
In 2019, I left my career in retail wealth management to travel abroad and move to Europe, a journey that was unfortunately cut short due to the global pandemic that occurred in early 2020. However, I refocused my efforts and launched a financial writing career all from my laptop while stuck in quarantine after flying back home to Canada from Ireland. I have not looked back ever since and look forward to bringing my experience and skill to my readers so they can accomplish their financial goals.
I recommend strategic and tactical allocation shifts for investment strategies and deliver market and portfolio updates for clients utilizing our internal investment strategies. This helps clients and readers with trading fixed income, equity, and other securities. I also plan to give macroeconomic updates and identify leading and lagging sectors within the markets to help the reader get a feeling for how professionals manage funds in markets.
Outside of work, I enjoy playing various sports in my spare time, including baseball, basketball, rugby, sailing, and winter sports. And while my home base is in Western Canada, I have spent considerable time in the United States and have traveled extensively in Southeast Asia and Europe. Some of the places I have traveled to in Asia include Taiwan, the Philippines, Cambodia, Singapore, Sri Lanka, and India. Additionally, I have traveled to several European countries including Spain, Portugal, the UK, and Ireland. Gaining insight on vastly different cultures has given me a unique perspective on world markets in our increasingly interconnected world.
I look forward to keeping you up-to-date with my, and I also want to hear from you – feel free to with any questions you may have, any suggestions for future writing topics you would like to see covered, or just to say hello.
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Matthew Levy, BSc, CFA
Recent articles written by Matthew Levy, CFA
Emerging Markets Stocks and ETFs for 2021
Jan 22 2021, 10:03 a.m.
The Tug of War Continues
Jan 20 2021, 9:15 a.m.
Stocks Decline, More May be Coming
Jan 18 2021, 3:02 p.m.
Stocks Decline - Don’t get Caught
Jan 15 2021, 9:22 a.m.
Mild Rally Continues
Jan 13 2021, 10:32 a.m.