Mathew Harrison, CFA
Vice President, Head of Private Client Group
Areas of Focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Mat has worked with a variety of clients during his career, ranging from private individuals and families to institutional investors. Mat is passionate about helping individuals and families reach their financial goals through honest advice and education. This passion to help extends outside of work, where Mat dedicates his time to a number of volunteer organizations in order to give back to the community.
Burgundy Experience
- Joined Burgundy in 2011
- Appointed a Vice President in 2016
Relevant Experience
- 15+ years of combined professional experience
- Experience includes positions at: Aberdeen Asset Management, Pembroke Private Wealth Management, RBC Dominion Securities
Education
- CFA charterholder
- Honours Bachelor of Arts (Political Science), Wilfrid Laurier University
Memberships and Community
- Member, Toronto Rotary Club
- Investment Committee Member, West Park Hospital Foundation
- Board Member, West Park Hospital Foundation
- Board Member, Make-A-Wish Foundation (Toronto and Central Ontario)
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
It’s About Time
The Journal | November 2022
Off the heels of last week’s market rally, you might be wondering what this recent spike means for you and your investments. Mathew Harrison breaks down what influences market...
Drawing An Income
The Journal | June 2021
Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...
So You Want to Hold a Family Meeting?
The Journal | March 2021
Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...
Ships that Sail Best in a Light Wind
The Journal | November 2019
An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy...
Price vs. Value
The Journal | January 2019
Our job at Burgundy is to understand the true value of the quality companies that comprise our portfolios and Dream Team lists. That’s the reason we focus so heavily...
The Commodity Cycle and Expensive Christmas Trees
The Journal | December 2017
The holiday season is one of my favourite times of the year. Taking a break from the hectic pace of day-to-day life is something to be treasured, especially with family...
Trees Don’t Grow to the Sky
The Journal | February 2017
With the right conditions, a young tree will grow quickly but, as it matures, its height growth slows to the point where it no longer advances. A Mountain Ash, for...
Call Me Old-Fashioned…
The Journal | June 2015
Navinder Singh Sarao, a U.K. high-frequency trader, was arrested recently for using market manipulation to destabilize the market causing the May 6, 2010 Flash Crash where, among other markets, the Do...
Have You Planned for Market Corrections?
The Journal | October 2014
Many global markets have slipped into correction or near-correction territory. As I write this, the TSX Composite Index has dropped 10.4% from its early September high. While stock market volatility i...
The REAL Enemy of the Bond Investor
The Journal | March 2014
In my post, Statement Shock: Bonds in the Red, I discussed why bond prices drop when interest rates rise and why this shouldn’t matter much to investors with a...
KISS
The Journal | March 2014
Confucius wrote that life is really simple, but people insist on making it complicated. The investment business takes this truism to the extreme. What could be relatively simple is often...
The Big Mac Index
The Journal | February 2014
The Canadian dollar took a beating in 2013 and the new year has so far brought an acceleration of the decline. On a one-year basis, our currency has lost 9.3% of its...
Statement Shock: Bonds in the Red
The Journal | October 2013
There’s no shortage of fear mongering in the financial media these days about the looming bond bubble. The negative sentiment is not unfounded. The federal reserve has been running...
Lessons on Grand Strategy
The Journal | August 2013
The business of investing is fiercely competitive. It’s like war – your competitors are your adversaries and the market is your battlefield. Over the long run, winners and losers will...
On Gold
The Journal | April 2013
Given the dramatic drop this week in the price of gold, we thought it timely to revisit Burgundy’s view on the topic. At Burgundy, we are often asked about...
The Multi-Stage Time Horizon
The Journal | January 2013
If you have spent any time in consultation with an investment firm/advisor, you will have had some experience with what the industry refers to as the Know Your Client (...
The Investment Counsellors’ Corner
The Journal | November 2012
At Burgundy, we have two overlapping segments to our business. At our core we are investment managers, investing according to a long-term value philosophy with a goal of achieving superior...
Time to Re-establish Trust
The Journal | August 2012
Investor optimism is at a low point due to a lack of confidence in the financial system, and the reasons for this are many and varied. From the financial crisis...
Berkshire Hathaway’s Annual Shareholder Letter
The Journal | February 2012
Although we read a lot at Burgundy, there is little that is considered “mandatory” reading. Warren Buffett’s annual letter to shareholders might top the list. Not long after the...
Where to Hide?
The Journal | January 2012
“Denial ain’t just a river in Egypt” – Mark Twain Looking for bright spots in the global economy is a difficult task at present. There is no sense in...