 |
|
|
|
|
 |
Matthew Moccio
Wealth Advisor |
|
 |
 |
 |
Phone
Fax
|
(905) 570-7990
(905) 570-7989 |
|
|
|
|
Email
|
matthew_moccio@scotiamcleod.com |
| I educate and guide clients in establishing, executing and maintaining a comfortable and effective investment plan. |
|
|
|
|
I bring a wealth of knowledge and a variety of experience to my role as an Investment Executive.
- Over 13 years in the Personal Finance Industry
- Worked at the head offices of a Mutual Fund Company and an Investment Dealer
- Worked extensively with Institutional Clients and Pension Plans
- Worked with the Federal Government in both the Canada Pension & Old Age Security Department as well as in the Tax Department
Since moving to the Hamilton area from Niagara Falls in 1994, I have become extensively involved in the community.
- SEN Community Health Care – Board of Directors
- Festitalia – Board of Directors
- Hamilton Chamber Music Series – Board of Directors
- St. Joseph’s Healthcare – Strategic Planning and Marketing Committee
- Sons of Italy – Member
- Corpus Christi School – Parent Volunteer
- Corpus Christi Church – Lector
- Stoney Creek Soccer Association – Assistant Coach
- Avid long distance runner. Competed in many races including a marathon and Hamilton’s famous Around the Bay 30K Road Race
- Founded www.hamiltonrunningroutes.com, a resource for local runners
- Organizer of the St. Joseph's Healthcare - Around the Bay Charitable Partnership
|
|
Investment Philosophy and Process
To help my clients achieve their goals with greater peace of mind, I adhere to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, I develop, discuss and document an appropriate financial strategy to reach my clients’ personal goals. This plan is an ongoing guide for my monitoring of their investment portfolio and my advice on achieving their overall financial strategy.
|
|
Service Approach
My clients can rely on ready access to quality information and trusted advice to ensure their financial plan is on track to achieve their goals. This is supported with a personal client service agreement that I develop with each client. A focus of my ongoing service is to help my clients understand key financial issues through one-on-one discussions, regular reviews, and personalized advice.
|
|
Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
|
|
Mailing Address
1 King Street West
Suite 1402
Hamilton, ON L8P 1A4
|
|
|
Additional Team Members:
Silvia Grigorova
Administrative Assistant
(905) 570-7175
silvia_grigorova@scotiamcleod.com
|
|
|
|
|
