Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Back to Team

Matt Copleston

CFP®


Position

Wealth Planning Associate


Matt Copleston

CFP®

Matt joined the Victoria Nicola Wealth office in June 2022 as a Wealth Planning Associate.

He brings a decade of experience in the financial services industry, having spent time most recently at a firm providing holistic financial planning for medical and dental professionals. Prior to that, Matt worked in retail banking at CIBC and BMO. A Finance program graduate from Camosun College, Matt currently holds the Certified Financial Planner (CFP) designation and will be pursuing the Charted Investment Manager (CIM) designation next.

Outside of work, Matt likes to pursue an active lifestyle and you would be most likely to find him out playing golf in the summer and at an indoor bouldering gym in the winter


Question & Answers

  • Best concert ever attended?

    Metallica, I was fortunate enough to be front row at Voodoo fest in New Orleans.

  • I can’t live without my…

    Nespresso coffee maker. I’m not much in the way of a morning person without that second cup.

  • Favourite restaurant in Victoria?

    Il Terrazzo or Brasserie L’Ecole.

  • Best book to read on a long flight?

    Meditations by Marcus Aurelius.