Our Partners

As a Private Banker with RBC Wealth Management, Matt Fitzsimmons provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Calgary, Matt works with clients throughout Alberta and the Territories to address their often-complex banking, credit and wealth management needs with seamless banking and financial solutions. When required, he can also work collaboratively with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies.

Matt has been in financial services for 12 years. Prior to joining Private Banking, he was a regional manager for RBC Global Asset Management, where he worked as a consultant and coach to advisors within RBC, helping to ensure their success with clients.

He holds a degree in financial services from Mount Royal College and earned a master’s degree in business administration from Dalhousie University. He is also a Certified Financial Planner (CFP), which helps him provide effective financial planning advice to his clients.

Born and raised in Strathmore Alberta, Matt currently resides in Calgary. Away from the office, he enjoys snowboarding and hockey in the winter, golf and tennis in the summer, and also loves to travel.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.

Abe is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree (major in Accounting) from the Haskayne School of Business at the University of Calgary and has also completed all three levels of CPA Canada’s In-Depth Tax Course.

In his previous role, Abe was a tax manager at one of the largest international public accounting firms. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Abe’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Abe’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.

Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.

Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.