Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth clients grow and preserve their wealth.
Christie Matwee MSc, MBA, CFA
Portfolio Manager
Christie has spent the past decade helping high net worth investors protect and grow their wealth. Having started her career working in an in vitro fertilization lab in Denver Colorado however, Christie is not your average wealth manager.
She grew up in Brampton, Ontario, completed a Bachelor and Master’s degree in Biomedical Science (MSc) at the University of Guelph, and following her time in Denver, she pursued her drive to continue learning and to broaden her horizons by completing a Master of Business Administration (MBA) at the Schulich School of business in Toronto. Her career in finance began in the equity research group at Merrill Lynch Canada before she joined the Venture Capital and Private Equity team at the Ontario Teachers’ Pension Plan where she invested in early stage biotech and technology companies.
Christie then moved to New York City to work in the Investment Banking group at Morgan Stanley. She was there nearly five years, advising corporate clients on mergers and acquisitions and raising money in the public markets by issuing stocks and bonds to investors.
She joined Cumberland Private Wealth Management Inc. in 2009 as a Portfolio Manager in Toronto to provide discretionary investment management and wealth advisory services to a wide base of high net worth clients. She also holds the Chartered Financial Analyst (CFA) designation.
So, Christie has experienced the markets and wealth management from all angles. She is passionate about financial literacy and is deeply motivated to help people feel more comfortable with their money. As such, she is excited to share insights and practical perspectives through this special series of educational podcasts. She sees no obstacles and believes that if she can do it, so can you.
To learn more about Christie’s services at Cumberland, please click here.
Shawnalynn Perron MBA, CIM, FEA
Portfolio Manager
Shawna Perron is an enthusiastic investor with a conservative lens and a passion to learn and educate. You can never stop learning and this podcast was created to help our listeners do the same. Learn with us and navigate through the world of investing and wealth management one podcast at a time.
As a Calgary native, she grew up during the city’s energy boom and has seen how wealth is created and destroyed. Now, with nearly 10 years in the industry of portfolio management, she wants share some of those experiences with you and created the podcast Take Control of Your Wealth to reach those people who are keen to learn as well.
Ms. Perron’s professional background and experience include equity research, business and strategy development, and investor relations. Her goal is to deliver clarity and comfort in a process that can otherwise be overwhelming or uncertain for them in managing their wealth. To this end, she partners with clients to develop investment strategies and educate them as they and she make decisions together.
In addition to a Bachelor of Science from the University of Waterloo and a Master of Business Administration (MBA) from the University of Calgary, Ms. Perron holds the Certified Investment Manager (CIM) and Family Enterprise Advisor (FEA) designations. Offered through the Institute of Family Enterprise Advisors (IFEA), the FEA designation allows her to serve and meet the needs of high net worth families and business owners, with specialized knowledge on topics such as business family dynamics and continuity planning.
Shawna Perron is a Portfolio Manager on the Perron & Partners team at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) in Calgary. Since 2011, she has served a significant base of high net worth clients with a special focus on meeting the unique needs of each individual client and family. If you would like to learn more about her services at Cumberland, please click here.