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    Matthew Lee

    Director of Equity Research specializing in Financials and Industrials at Canaccord Genuity

    Matthew Lee is a Director of Equity Research specializing in Financials and Industrials at Canaccord Genuity, where he covers a range of publicly traded companies with a strong focus on the Canadian market. He has built a robust performance record, maintaining a 66% success rate across 27 stock ratings and delivering outsized gains, including a standout +370.6% return on a call for PRL. Matthew began his equity research career after earning his undergraduate degree from the Schulich School of Business in 2013, starting as an associate at Scotia Capital before joining Canaccord Genuity in 2018 and rising to his current director-level role. He holds Canadian securities registrations and is recognized for his adept coverage and top-quartile performance on notable platforms like TipRanks.

    Matthew Lee's questions to CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (CM) leadership

    Matthew Lee's questions to CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ (CM) leadership • Q3 2025

    Question

    Matthew Lee from Canaccord Genuity Group highlighted the contrast between strong commercial loan growth in Canada and weaker growth in the U.S., asking for an explanation of the drivers behind this divergence.

    Answer

    Susan Rimmer, Group Head of Commercial Banking and Wealth Management, attributed strong Canadian growth to a successful relationship-banking strategy and new client acquisition. Shawn Beber, Group Head of the US Region, explained that U.S. results were impacted by a strategic de-emphasis of institutional commercial real estate, which offset solid 7% growth in the C&I portfolio. He noted client caution but expects to meet annual growth guidance.

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    Matthew Lee's questions to BANK OF MONTREAL /CAN/ (BMO) leadership

    Matthew Lee's questions to BANK OF MONTREAL /CAN/ (BMO) leadership • Q3 2024

    Question

    Asked about the criteria for placing a company on the credit watch list and for guidance on the medium-term target for the U.S. efficiency ratio.

    Answer

    A company is placed on the watch list based on internal risk rating changes due to factors like higher leverage or weaker cash flow, leading to more frequent evaluation. For the U.S. efficiency ratio, the medium-term goal is to bring it down to the low 50s, contingent on a better revenue environment and realizing scale benefits, as part of a broader enterprise target of 55%.

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