Originally from Düsseldorf, Germany, Mathis moved to Canada in 2008 to attend Simon Fraser University where he completed his B.A. in Economics and competed for the school’s NCAA American football team.
He joined Odlum Brown in 2014 as an Investment Assistant to the highly successful team of Chris Tidd, Andy Eisenbock and Kim Dewar. With Chris’s retirement in early 2017, Mathis was entrusted to work alongside Andy Eisenbock as an Investment Advisor and Investment Associate. Today, Mathis is an Associate Portfolio Manager and Investment Advisor with a Chartered Investment Manager® designation.
Living in North Vancouver with his wife and two children, Mathis enjoys an active lifestyle that includes running, mountain biking and skiing.
Mathis prides himself on his client-focused approach. He believes that every investor should have an investment strategy that is based on his or her life situation, objectives and risk tolerance. Taking the time to understand his clients’ unique circumstances, he recognizes the importance of financial planning1 to complement their investment strategy. Mathis offers advice on RRSPs, TFSAs, RESPs, corporate and trust accounts.
Your investment strategy is critical to your overall financial well-being. Mathis carefully builds and maintains your portfolio with highly regarded, independent research. Recognizing that life doesn’t stand still, Mathis regularly reviews client portfolios and encourages discussions to address changes in their personal and financial situation. As part of his portfolio management services, Mathis offers strategies to diversify away from concentrated higher-risk investments into assets with a higher margin of safety to protect your wealth for the long term.
Please feel free to contact Mathis today at firstname.lastname@example.org or (604) 844-5383.
1Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.