Matt Evans
Chief Executive Officer at CWB Wealth Management Ltd.
Profile
Mr. Matthew Evans, CFA, is a President & Chief Executive Officer at CWB Wealth Management Ltd.
He has over 15 years in the financial services industry, he has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations.
He most recently served as CWB Financial Group’s Vice President, Strategy, and Corporate Development.
Matt brings depth in corporate strategic planning and execution, high impact leadership and coaching through change.
Mr. Evans was employed as a Director-Business Development by Adroit Investment Management Ltd.
and an Investment Advisor by CIBC Wood Gundy Corp.
He received his undergraduate degree from the University of Alberta.
Matt Evans active positions
| Companies | Position | Start |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Chief Executive Officer | 2020-01-14 |
Former positions of Matt Evans
| Companies | Position | End |
|---|---|---|
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Sales & Marketing | 2012-10-31 |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. | Corporate Officer/Principal | 2009-12-30 |
Training of Matt Evans
| University of Alberta | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Adroit Investment Management Ltd.
Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The private company is based in Toronto, Canada. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
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