Experience

I help clients achieve peace of mind by providing trusted financial advice and personalized solutions to meet their financial goals. I guide clients in establishing, executing and maintaining a comfortable and effective investment plan

Disciplined Investment Philosophy - I take a long term approach to investing while managing risk

Personalized Financial Solutions - I work with a team of experts to deliver solutions for all facets of your financial life.

Regular Reviews and Continuous Monitoring - To ensure your strategies remain appropriate and necessary adjustments are made.

I bring a wealth of knowledge and a variety of experience to role as an Investment Executive.

  • Over 15 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 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, have become extensively involved in community.

  • SEN Community Health Care - 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 St. Joe's / Around the Bay Charitable Partnership
  • Strong supporter of local arts

 

 

 

 

1 King Street West
Suite 1402
Hamilton, ON
L8P 1A4
905-570-7990
800-461-5842
905-570-7879 (fax)
matthew_moccio@
scotiacapital.com

 

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Disclaimer: This web site is only intended only to convey information. It is not to be construed as an investment guide or as an offer or solicitation of an offer to buy or sell any securities. The author of the website is an employee of ScotiaMcLeod, a division of Scotia Capital Inc. ("SCI"), but the data selection, analysis and views expressed herein are solely those of the author and not those of SCI. The author has taken all usual and reasonable precautions to determine that the information contained in this website has been obtained from sources believed to be reliable and that the procedures used to summarize and analyze such information are based on approved practices and principles in the investment industry. However, the market forces underlying investment value are subject to sudden and dramatic changes affecting data availability and information may be available which is not reflected in this website. Consequently, neither the author nor SCI makes any warranty as to the accuracy or completeness of information, analysis or views contained in this website or their usefulness or suitability in any particular circumstance. This website should not be relied upon for any investment or portfolio assessment or other transaction please consult your ScotiaMcLeod Investment Executive directly to review any proposed investment or transaction. SCI and the author accept no liability of whatsoever kind for any damages or losses incurred by you as a result of reliance upon or use of this website in contravention of this notice.