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Matthew Moccio

Wealth Advisor

Tel: 905-304-4469

Matthew Moccio

Address
737 Golf Links Road
Unit #5
Ancaster, ON
L9K 1L5
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About Matt

Matt has 20 years of experience in the field of personal finance. He began his career in the Pension and Tax Departments of the Federal Government. In 1995, he moved into the private sector, working for various investment subsidiaries of Sun Life where he worked mostly with institutional investors and pension plans.

Matt became a Wealth Advisor in February of 2004. He offers investment advice as well as retirement, tax and estate planning to families and organizations. Matt has spoken to groups in the community and to new advisors in his industry. He is known for his unique approach to relationship development.

Matt has been very involved in the community. He serves on the board of the Hamilton Port Authority, the St. Joseph's Healthcare System and is the cofounderof Cinema Insieme, an Italian film club. He was the founding Chair of the Art Gallery of Hamilton Film Festival and created the St. Joe's Healthcare - Around the Bay Race Charitable Partnership. He is a former Chair of St. Joe's Homecare, a former Chair of Festitalia Corporation, a former member of the boards of the Hamilton Future Fund, the Niagara Peninsula Conservation Authority and Chamber Music Hamilton. He has also served on many committees in the Arts, Healthcare and Municipal Government and has taught at Mohawk College's School of Business.

Matt runs regularly. He has completed a marathon, several half-marathons and has participated in Hamilton's 30 km Around the Bay Race three times.

Matt hope to one day earn a Private Pilot license. He has completed ground school and some in-flight training.  But these days, he spends his free time playing sports, watching film and gardening.