Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Matthew Valenti

EPC
Financial Advisor

Matthew began his career as an Advisor in 2003 and earned his Elder Planning Counselor Designation in 2006. With over 20 years of experience, Matthew has advised clients throu...

X

Matthew Valenti

EPC
Financial Advisor

Matthew began his career as an Advisor in 2003 and earned his Elder Planning Counselor Designation in 2006. With over 20 years of experience, Matthew has advised clients through all stages of life – from planning for their children’s education, to pre-retirement, and finally enjoying the later years of their lives.

With a focus on Retirement Income Planning, Wealth Accumulation, and Tax Minimization, Matthew enjoys providing his clients with sound and reliable financial advice, supported by a clear and secure plan to help ensure they reach all their financial goals – protecting their assets and preparing for the future.

Matthew's natural interest in personal finance at a young age, encouraged by a long-time mentor, led him to follow his passions and commence his successful career in financial services and entrepreneurship.

Matthew maintains a conservative investment approach with a focus on downside protection and tax efficiency. With a background in tax preparation, Matthew provides his clients with additional counsel to help minimize the impact of taxes on their retirement and legacy planning.

In his free time, Matthew enjoys reading, martial arts training and camping with his children, Anthony and Gabriella, and his dog, Stella.

With a dedication to lifelong personal and professional development, Matthew is currently working on his goals of reading 1 book per week, earning his Distinguished Financial Advisor designation, and traveling to Italy to enjoy time with his extended family.

Tax preparation services available through Write It Off Tax Services

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.