Meet our team

As a portfolio manager and investment advisor, Matthew works closely with clients, helping them navigate where their life goals intersect with their wealth planning. He’s always been fascinated by the ebb and flow of the markets and combines nearly 20 years of experience and an interest in investing with a rare ability to translate the complexities of finances into simple ideas and strategies.

Matthew spent 17 years in the private investment counsel at a major financial institution before joining Richardson Wealth in 2024 and forming the Williams & Associates, Wealth Stewardship team. Matthew is a CFA® charterholder and a proud member of the CFA Society Toronto.

Enjoying the best of what the country and city have to offer, Matthew and his spouse Courtney split their time between Prince Edward County and Toronto. In his downtime, Matthew is a voracious reader and vinyl collector. He spends his summers cycling and attempts to ride the wave of youthfulness by surfing on his family vacations.

Alex brings a deep interest in the financial markets to the Williams & Associates, Wealth Stewardship team. He delivers portfolio analytics, and helps create an exceptional client experience.

Alex entered the finance industry after graduating from the University of Toronto’s Rotman School of Management with a bachelor’s degree in commerce. He’s drawn to the challenge of increasing clients’ wealth through market behavioural perception, financial knowledge, and micro-economic analysis. In 2022, he began working with Matthew Williams.

Alex also has a master’s of finance from Queen’s University’s Smith School of Business and his Canadian Securities Course designations. He is a CFA Level 3 Candidate.

Alex likes to stay active, playing basketball, tennis, snowboarding and enjoys watching NBA, UFC and F1. He’s an avid sneakerhead and watch collector and has two adopted puppies – Meimei and Baobao (in Chinese: Little Sister and Steamed Bun). Alex is fluent in Mandarin.