Partnering together in your financial journey.
Serving Ottawa, the Ottawa Valley, and communities throughout Eastern Ontario.
Your trusted team.
Matthew Valenti | EPC, DMA, RWM
Financial Advisor
With over 20 years of experience, Matthew is here to personally guide your wealth planning. He will help you uncover what matters most to you and work alongside you to put strategies in place that make your vision for the future a reality. As a trusted Advisor, Matthew upholds the highest standard of care, acting in each client’s best interest with integrity, transparency, and confidentiality.
Sarah Murphy | Client Services Manager
As our Client Service Manager, Sarah is passionate about ensuring your experience with us is exceptional. She looks forward to helping you schedule your appointments and is always happy to answer any questions you may have about your financial planning journey or other needs. Born and raised in Ottawa, Sarah enjoys spending her free time exploring the outdoors with her two dogs.
Aline DiPaulo | Administrative Assistant
Aline Di Paolo is our Administrative Assistant, with over 18 years of customer service experience from the hospitality industry. She coordinates daily team operations, ensures efficient processing and compliance, and brings enthusiasm, efficiency, and strong attention to detail to the role. Calling Ottawa home, she enjoys family time, reading, and exploring the city.
Kate Periard | Office Manager
Kate works behind the scenes as our Office Manager, with over 20 years' experience in Operations and Quality. She drives organizational efficiency and success through streamlined processes and incorporating new technology solutions for the firm. Born and raised in Kingston, she has called Ottawa and the Valley her home since 2001, where she’s been raising her son.
“My experience with Matthew and his team has been really pleasant from A to Z. As a first-time investor, I came in with a bit of anxiety and a lot of questions, and I was met with professionalism, patience, and a high level of knowledge that made the entire process very comfortable. I have complete peace of mind knowing that Matthew works with my best interest at heart. I really appreciate the time, care, and top-notch service he continues to extend to me as a client.”
- Maryam