Christopher Matugas, Private Wealth Advisor - Connect First Wealth & Registered Representative - Credential Securities

Christopher Matugas

Christopher's Here to Help You

Christopher Matugas is currently a Private Wealth Advisor with Connect First Wealth and a Registered Representative with Credential Securities. Prior to this role, Christopher spent 11.5 years with CI Investments, with his last role being Vice President of the Alberta and Saskatchewan region.

As a qualified Private Wealth Advisor, Christopher is proficient in many aspects of wealth management, including:
  • Investment management
  • Retirement saving
  • Retirement income planning
  • Education saving
  • Wealth protection
  • Business succession planning
  • Estate planning
  • RRSPs, TFSAs, and RRIFs
  • High-net worth portfolios

Work with a Qualified Expert

Christopher has over 15 years of experience in the financial services industry. His strong track record for success is backed by industry-recognized credentials and education. This includes accreditiation as Investment Advisor, a distinction earned only after completing an intensive national program that builds proficiency in all the critical aspects of wealth management. He's also a graduate from the University of Windsor and York University.

A Comprehensive Approach

Christopher's approach to managing your wealth is comprehensive, detailed, and disciplined. But more importantly, it's centered around you.

When you work with Christopher, he'll first take an in-depth review of your current situation to uncover what matters most. He'll discover what you want out of life, who depends on you, and what concerns you the most. He'll develop and document your personal wealth strategy which guides the building and managing of your portfolio. He'll develop a plan and identify any elements that need special attention. Building from there, he can proactively anticipate what's next on your financial horizon.

Advice Appropriate for You

Whether you're just starting to build wealth, or already living off your retirement funds, Christopher's approach is both flexible and comprehensive, so he addresses the needs of your personal situation and provides advice that's right for you. He will:

  • Discover your goals and net wealth
  • Define your strategy
  • Develop plans and set priorities
  • Manage and protect personal wealth
  • Monitor and report on progress
  • Anticipate and adjust to changes

Access to a Wealth Team

Christopher is a member of Connect First Wealth's team of highly qualified wealth professionals, each with their own speciality. Depending on your own situation, Christopher may consult with other team members or even other specialists within our community. It's just part of the service that we offer to clients and members who have more complex, specialized needs requiring a fully-integrated wealth plan.
IIROC Advisor Report

Disclaimer:

Mutual funds, other securities, and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Connect First Wealth Ltd. is a wholly owned subsidiary of Connect First Credit Union Ltd., offering Private Wealth services, financial planning, life insurance and investments to our members and their communities. Trademark(s) of Connect First Wealth are used under license by Connect First Credit Union Ltd.
 

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When you need an expert's help in growing, managing and protecting your money, call or email us to arrange a personal, confidential consultation.


Christopher Matugas, BA
Private Wealth Advisor
Registered Representative, Credential Securities
Direct:
(403) 736-4954
Email:
CMatugas
@connectfirstwealth.com

Jimmy To
Wealth Coordinator
Phone:
(403) 736-4961
Toll-free:
(888) 361-2059
Email:
JTo@connectfirstwealth.com