Experience Matters.

Matthew Moccio, CIM®, PFP®
Portfolio Manager and Financial Planner with iA Private Wealth Inc.

Olive Tree Wealth Management Founder.

Matthew 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. He is also a member of the Estate Planners Council of Hamilton.

Matthew 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, Matthew 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.
Matthew has been a runner 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 started 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.

When the Picture Changes.

Each year over the past five years, 38,000 women have been widowed in Canada. Matthew Moccio has extensive experience with widows and other women in transition. In this book, he uses that experience to help women begin to formulate a vision for their future. He then explains the key concepts of financial planning, investing, taxation and estate planning. With this information, readers will be more informed and feel more confident about dealing with advisors. This will help them gain control over their finances, feel more secure in their future and find peace of mind. To learn more about the book please visit: whenthepicturechanges.com


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