Matthew Moccio, CIM, PFP – Senior Investment Advisor, Industrial Alliance Securities Inc., Insurance Advisor, Hollis Insurance
Matt has over 25 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. He became an Advisor in February 2004. His practice focuses equally on planning and investing. He holds Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
Matt has been very involved in the community. He has served as Chair of the Hamilton Port Authority, St. Joseph’s Homecare, the AGH Film Festival and Festitalia Corporation. He has also served on the boards of the Hamilton Future Fund, the Niagara Peninsula Conservation Authority, Chamber Music Hamilton and the St. Joseph’s Healthcare System. He has taught at Mohawk College’s School of Business and conceived of the St. Joes’ – Around the Bay charitable partnership.
In 2018, Matt wrote and published “When the Picture Changes – Gaining Financial Control After the Loss of a Spouse”. He is the co-founder of Cinema Insieme, an Italian film group.
Matt has run regularly for over 20 years. He has completed a marathon, several half-marathons and participated in the Hamilton’s 30 km Around the Bay Race several times. He is an avid vegetable gardener. He loves learning about languages. He studied French extensively and can get by in Italian. He also tried to learn to fly a plane. He completed ground school and did a few hours of in-flight training before putting it aside. Something to get back to perhaps, many years from now, if and when he retires.
Get In Touch
We are committed to exceptional client service. Our team of professional financial advisors is available by phone or email, and each of us looks forward to meeting you in person.
We believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.