Matt Doelman

Matthew Doelman offers a highly personalized approach to wealth management, shaped by over 14 years of experience in capital markets and corporate finance. Prior to founding Doelman Private Wealth Group, he held progressively senior roles at CG Capital Markets, most recently as Managing Director, Institutional Equity Sales. He also spent over two years in corporate treasury at Manulife Financial. As a Senior Wealth Advisor, Matthew leverages his deep expertise in manager due diligence, portfolio construction and security selection to deliver institutional-quality investment solutions to high-net-worth families, business owners, and executives. His clients benefit from access to leading institutional portfolio managers paired with customized asset allocation strategies and a disciplined, long-term focus. Through proactive communication, consistent portfolio reviews, estate planning and wealth transition strategies, Matthew builds long-term partnerships that evolve with his clients’ lives. Matthew draws on his capital markets experience to help guide business owners through the M&A journey.

Matthew holds a Bachelor of Commerce in Finance and Economics from Carleton University and an MBA from Ivey Business School at Western University. He is currently completing his Chartered Investment Manager (CIM) designation. Outside of work, Matthew is a dedicated husband and father of three. He is an active volunteer hockey coach and proud supporter of CG’s Women in Entrepreneurship program.

Contact :

mdoelman@cgf.com
416-587-9150
1.866.371.2262 (Numéro sans frais Canada)

MBA

• Ottawa