Matthew King

Vp, Product Strategy & Strategic Alliances at Canoe Financial

Matthew King, CFA, CAIA has a progressive work experience highlighted by roles in financial services and investment management. Matthew began their career as a Customer Service Representative at BMO in 2010. Subsequently, they transitioned to BMO Nesbitt Burns as an Investment Representative/Research Associate, where they contributed to managing $150 million in AUM. Matthew then joined Dynamic Funds as an Inside Sales Representative, specializing in alternative investments, fixed income, and equity solutions. Matthew'smost recent role at Canoe Financial encompassed managing product strategy and strategic alliances, including analyzing fixed income opportunities and developing institutional and retail pitch decks for various mandates. Throughout their career, they have demonstrated a strong proficiency in using investment software and tools such as Bloomberg, Morningstar, and Thomson One.

Matthew King completed a Bachelor of Commerce (B.Comm.) degree in Finance and Economics from Ryerson University between 2007 and 2011. Matthew also holds a Chartered Financial Analyst (CFA) designation from the CFA Institute and a Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association.

Links

Previous companies

BMO Financial Group logo
Dynamic Funds logo

Timeline

  • Vp, Product Strategy & Strategic Alliances

    December, 2020 - present

  • Avp, Product Strategy And Strategic Alliances

    January, 2019

  • Manager, Product And Analytics

    September, 2017

  • Regional Sales Manager

    May, 2015

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