Zach Mathias is an Associate Advisor with Mark Bowyer Wealth Management at RBC Dominion Securities. In this role, he provides clients with access to a comprehensive suite of wealth management products and services designed to build and protect their financial futures.
Role and Client Commitment
Zach works closely with Mark Bowyer to cultivate and expand client relationships, maintaining a focus on delivering proactive support and a seamless client experience. As a fully licensed Associate Advisor, he is integral to the team's operations, assisting clients with investment and wealth management decisions, executing trades, and addressing all account inquiries with efficiency and clarity.
He specializes in understanding clients' unique short and long-term goals, providing personalized guidance to help them navigate significant life events and achieve lasting financial success.
Experience and Education
Zach brings over 15 years of dedicated experience within the financial services industry to RBC, having collaborated with Mark and his clients since 2014.
He holds full licensing credentials, having successfully completed the Canadian Securities Course (CSC), the Conduct & Practices Handbook (CPH) course, and the Wealth Management Essentials course. Zach also earned an Honours Bachelor of Arts Degree (Criminal Justice – Criminology) from Nipissing University.
Outside the Office
A native of the North Bay, Ontario area, Zach relocated to the Oakville/Burlington region in 2008 and remains an active community member. He currently resides in Oakville with his wife, Lauren, and their two children. Outside the office, Zach enjoys playing golf and soccer, and volunteering his time coaching his children’s sports teams.