Matthew Levy
Financial Copywriter & Consultant
Chartered Financial Analyst
Hi, I’m Matthew
I am a freelance financial copywriter and CFA Charterholder in good standing. After a 10+ year career in retail finance, I have pivoted to creating original content for financial firms and advisors, allowing them to focus on what really matters to them while engaging their clients.
Contact me today for a free discussion to see how I can help you meet your needs.
Financial Copywriting Services
Who I Work With
If you’re a financial firm, a financial advisor, or trying to bring your brand to the fore, content is the first place to start. I truly believe that every company is, at some level, a media and content company.
I can provide you with ghostwriting services, financial copywriting, or attributed original content pieces to build your personal or corporate brand.
Content I Make
Weekly / Bi-Monthly / Monthly / Quarterly recap reports
Articles: Company research, equity research, marketing email and financial content
Ghostwritten blog posts
Reports: Macroeconomic research, quarterly performance, and others
Fintech updates, financial newsletters, and everything in between
Where I Excel
Stock markets and financial markets
Micro and macroeconomic outlooks
Stocks, bonds, mutual funds, ETFs, hedge funds, private debt & equity, and other alternative investments
Asset allocation
Behavioral finance
Canadian wealth management topics
Fundamental and technical analysis
Get in Touch
Let’s talk about what I can do to help you be more awesome.
Email me to schedule a free virtual consultation today!
Testimonials
Financial Marketing and Consulting Firm
"We have worked with Matthew since 2020 and it has been a pleasure incorporating him into our team. He consistently meets deadlines, provides high-quality work, and takes extremely good care when speaking with our clients. We will continue to utilize his copywriting services going forward!"
— Court V.
Financial Planning Startup Firm
"Matthew has consistently provided excellent work in the last year working with him and has truly been enjoyable to work with. I would recommend him for your financial copywriting needs without hesitation, as he meets all deadlines, is amenable to requests and changes, and simply gets the job done well. Our team will continue to work with Matthew on our weekly newsletter long-term, and potentially other writing projects as well. Thanks again!"
— Calvin W.