Matthew Caruso, CFA, CMT

Matthew Caruso is a respected figure in the financial arena, celebrated for his significant achievements and his dedication to advancing the field. Holding the esteemed titles of CFA (Chartered Financial Analyst) and CMT (Chartered Market Technician) charterholder, Matthew’s expertise encompasses a wide spectrum of financial aspects.


Formerly serving as the president of CMT Canada, previously known as the Canadian Society of Technical Analysts, Matthew’s leadership has played a vital role in shaping the direction of technical analysis within the country. His commitment to enhancing the field’s standards has had a lasting impact.


Matthew’s insights and perspectives reach a global audience through his regular appearances on prominent platforms such as Investors Business Daily, Business Insider, and Fox Business News. His thoughtful commentary and meticulous analysis offer valuable guidance to audiences navigating the intricacies of financial markets.


Highlighting his capabilities, Matthew achieved an impressive 346% return during the real-money 2020 US Investing Championship. This achievement underscored his strategic skills and further established his reputation as a proficient investor.


With a background that includes experience as a former market maker, Matthew possesses a deep understanding of market dynamics. His tenure as a former finance professor at Concordia University is indicative of his commitment to education. Notably, he was instrumental in co-creating and instructing Canada’s first fully accredited Technical Analysis course, titled “How to Build a Profitable Trading System Using Technical Analysis.”


Beyond his investment accomplishments, Matthew remains dedicated to education. Actively engaged in trading, he shares his extensive knowledge through This platform houses a comprehensive masterclass course and extends an invitation to the exclusive AGI PRO membership, providing individuals with valuable insights and resources.


Matthew Caruso’s influence extends beyond personal achievements. His journey as an investor, educator, and contributor continues to inspire growth within the financial community, fostering an environment of continuous learning and informed decision-making.

Board Roles
Past President, CMT Canada (2009 - 2011)
Video Archive Contributions
November 18, 2021
Using An Institutional Mindset With Growth Investing
Presenter(s): Matthew Caruso, CFA, CMT