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Matthew Pitts, CFA, FCSI®
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The classroom refines the discipline of thought, and the market tests the quality of judgment. Mastery in one deepens capability in the other.
Matthew Pitts works with high-net-worth individuals and families to understand their financial objectives, investment priorities and tolerance for risk, and to translate those needs into thoughtful long-term portfolio strategies. Drawing on Pembroke’s range of investment capabilities, he helps clients think through strategic asset allocation, portfolio construction and the appropriate combination of investment strategies for their circumstances. His approach combines disciplined investment thinking with clear communication and a focus on building lasting client relationships.
Prior to joining Pembroke, Matthew developed broad experience across wealth management, portfolio management and private banking. At Wealthsimple and Manulife, he worked directly with clients on investment strategy, asset allocation and portfolio construction. He also served as a Wealth Management Advisor at Desjardins, further developing his experience in comprehensive wealth advice and long-term client relationships. Earlier in his career, Matthew worked within RBC Wealth Management in Private Banking and investment advisory roles.
Before entering financial services, Matthew was a high-school mathematics teacher. While his career has evolved considerably since then, he continues to apply an educator’s mindset to his work: listening carefully, simplifying complexity and helping clients understand the investment decisions that shape their wealth over time.
Across his career, Matthew has developed a perspective that combines technical investment expertise with the judgment required to advise clients through changing markets and evolving financial circumstances. He believes successful wealth management is ultimately about bringing structure to complex decisions, maintaining a long-term perspective and ensuring that investment strategy remains aligned with what clients are seeking to accomplish.
Matthew is an active member of CFA Montreal’s University Relations Committee, contributing his industry perspective to initiatives that connect the investment profession with the next generation of practitioners. He has also participated as a speaker and panellist in CFA Montreal educational programs, sharing his experience in wealth management, portfolio management and, more broadly, the investment industry.
