Matthieu Cardinal, MBA, CAIA, CIM®

Critic
DISC Type : C

Vice President, Business Development at Morningstar

Montreal, Quebec, Canada

Overview

Matthieu is a seasoned financial services executive at Morningstar, driving business development in Quebec and Eastern Canada. With an MBA from HEC Montréal and CAIA and CIM® certifications, he specializes in corporate strategy, strategic partnerships, and client relations to empower investor success.

Outside of his corporate role, Matthieu is a passionate scuba diver. He finds that the dedication, teamwork, and risk management required for diving provide valuable lessons that he applies to his professional life, helping him maintain balance and a unique perspective.

He is a strong believer in the "democratization of alternative investments, " a conviction that motivated him to earn his CAIA charter.

Personality Overview

Information Seeker

Objective Thinker

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Alternative Investments
Recently earned his CAIA charter, driven by a deep belief in making alternative investments more accessible. He has publicly stated, "In Alts we trust! "
FinTech Ecosystems
In a prior role at Finance Montréal, he was responsible for developing the FinTech ecosystem strategy and helped found the Montreal FinTech Station.
Active ETF Management
As a spokesperson for Morningstar events, he speaks on key industry trends, such as the growing popularity of actively managed exchange-traded funds (ETFs).

Media Appearances

Matthieu has no verified media appearances

Work History

8-2023
Vice President, Business Development at Morningstar
2-2023 - 8-2023
Management Consultant at Freelance
1-2021 - 2-2023
Vice President, Business Development and Strategic Partnerships at Croesus
11-2017 - 1-2021
Vice President, FinTech Development and Corporate Affairs at Finance Montréal
9-2015 - 11-2017
Vice President, Public Affairs and Strategic Partnerships at Finance Montréal

Education

2008 - 2009
MBA from HEC Montréal
2000 - 2002
B.A. from Université Laval

More Information

Social Presence :

Prographics :

Exp : 14 Location : Montreal, Quebec, Canada Job Level : Senior Designation : Vice President, Business Development at Morningstar
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Insights For Selling To Matthieu

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthieu is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Matthieu

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Matthieu move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Matthieu take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Matthieu

Personality Compatibility


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