Matthew Valeriati, CFP

Experience

• 

  RBC

  Nov 2008 - Mar 2022

  - Focus on holistic financial advice customized to life and financial goals- Provide clients with strategies to help them meet their goals - Utilize a multi-disciplinary approach to financial planning, from day-to-day finances to long-term planning involving estate planning, retirement planning and investment planning - Focus on building meaningful, long-term relationships with clients- Delivered solutions to clients - focusing on tailoring services and products to clients day-to-day, investment and borrowing needs- Skill set developed to provide complex home equity financing solutions, equity loans, long term investment solutions and risk management solutions to meet client's needs- Developed network of COI's within and outside of RBC network - Provided tailored banking solutions to clients of RBC, focusing on day-to-day banking needs, basic borrowing needs and investments- Trained new hires in branch and shared best practices with colleagues

  • Senior Financial Planner

    Nov 2014 - Mar 2022

  • Senior Account Manager

    Mar 2011 - Oct 2014

  • Account Manager

    Nov 2008 - Feb 2011
• 

  RBC Dominion Securities

  Mar 2022 - now

  Wealth Advisor and Financial Planner

  Matthew works with executives, business professionals and entrepreneurs to help them achieve their goals. Taking a top down approach to their financial planning, this allows him to identify effective tax-planning and investment strategies to grow and protect his clients' wealth, allowing them to achieve their life goals.