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.
As a Premier Banking Advisor for the Kelowna market, Jessica Taillon works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 5 years of experience in the financial services at RBC, Jessica is respected by her clients, her peers and the industry and has received top performer recognition. She has sought to develop her skills to offer best in class client experience and advice which sets her apart.
Born and raised in Victoria, Jessica holds a Bachelor of Arts Degree in Political Science, major in Canadian Studies and International Relations from the University of British Columbia. She is committed to giving back to her community through volunteering with the Heart and Stroke Foundation, Canadian Breast Foundation, Kelowna General Hospital Foundation, YMCA, Boys and Girls Club and Elementary Schools in School District 23.
Jessica currently resides in Kelowna with her family but has lived in various places across B.C. When she is not hard at work for her clients, Jessica loves to read, cook and walk her dog, Winston. She also likes to travel with her family.