MATCO

Team

Strengths of the Team – Greater than the Sum of the Parts

Teamwork is one of our foundational core values and we believe it is the most effective approach to delivering investment performance, exceptional service and a lasting relationship both internally and externally. The benefits of our partnership is having a dedicated advisor and a contact locally, as well as the financial.

Jason N. Vincent, PFP, TEP
President & Chief Operating Officer
Industry Experience in Years: 20+

Mr. Vincent focuses on corporate strategy and the daily operations of Matco Financial Inc. He also helps clients solve domestic and global wealth management concerns including investment management, estate planning and trusts. Prior to co-founding Matco Financial in 2006, Mr. Vincent was executive vice president of Fiduciary Trust Company of Canada, where he assisted clients with strategic wealth management concerns and helped establish a new business strategy and model for the firm, which sparked significant growth. Mr. Vincent graduated from the University of Calgary having earned a Bachelor of Commerce.

William K. Dickie, CFA
Chief Investment Officer, Portfolio Manager
Industry Experience in Years: 25+

Mr. Dickie is responsible for the investment operations and strategic development of Matco Financial Inc. He is a member of the Canadian Equity working group that manages Matco Canadian Equity Funds. As the COI of Matco Financial Inc., he has oversight to the Matco investment platform that includes the Matco Balanced Fund, the Matco Bond Portfolio and the use of external multi-managers.

Mr. Dickie has been helping private clients achieve their goals since 1979, starting his career with McLeod Young Weir Ltd. Prior to co-founding Matco Financial Inc. in 2006, Mr. Dickie was President and Director of Fiduciary Trust Company of Canada, formerly part of Bissett Investment Management; here he established a new business strategy and model. Mr. Dickie graduated from the University of Alberta having earned a Bachelor of Commerce. He holds the Chartered Financial Analyst designation.

Ian S. Hill, CA
Chief Financial Officer
Industry Experience in Years: 25+

Mr. Hill is responsible for implementing compliance controls and procedures as well as Matco Financial Inc.’s public reporting obligations. Prior to joining Matco Financial in 2007, Mr. Hill was controller, operational accounting at Plains Midstream Canada and chief financial officer of a TSX Venture Exchange listed company. Mr. Hill graduated from the University of Alberta having earned a Bachelor of Commerce.

Ronald P. Mathison, CA, CBV, CFA
Director, Chairman
Industry Experience in Years: 25+

Mr.  Mathison has extensive experience in restructuring and financing companies in both the public and private markets gained over a career that has spanned nearly 30 years.

Ron is deeply skilled in management and corporate governance. Prior to Matco, Ron was a director and principal of Peters & Co., an investment firm specializing in the energy industry. Ron was also one of three principals at Peters & Co. Capital, a private merchant banking entity that is widely associated with numerous restructurings of oil and natural gas exploration and production companies and oilfield service companies.

Ron has co-founded several companies including Calfrac Well Services and Western Energy Services. He remains chair of both companies. Ron has a Bachelor of Commerce (Honours) degree from the University of Manitoba and is a Chartered Accountant, a Chartered Business Valuator and holds the Chartered Financial Analyst® designation. Ron also serves as the President and Chief Executive Officer of Matco Investments and Matco Capital.

Jill T. Angevine, CA, CFA, ICD.D
Vice President, Portfolio Manager
Industry Experience in Years: 20+

Ms. Angevine is a Vice President and Portfolio Manager at Matco Financial Inc. with over 20 years of investment and research experience. She chairs Matco Financial’s Investment Committee and is a member of all equity working groups.  Ms. Angevine also serves on the boards of three public Canadian companies.  Prior to joining Matco Financial, Ms. Angevine was Vice President and Director, Institutional Research at FirstEnergy Capital Corp. Ms. Angevine is a graduate of the University of Calgary, having earned a Bachelor of Commerce and has earned the Chartered Accountant (CA), the Chartered Financial Analyst (CFA), and the Institute of Corporate Directors (ICD.D) designations.

Elizabeth F. Lunney, CFA
Vice President and Portfolio Manager
Industry Experience in Years: 25+

Ms. Lunney’s focus at Matco Financial is Private Wealth, working with individual families to clarify financial objectives, term investment strategy and then execute with a high degree of transparency and accountability. Ms Lunney is a member of the Matco Financial Investment Committee. Ms. Lunney has more than 30 years experience in the investment management industry having served as President and Chief Executive Officer, Fiduciary Trust Company of Canada and previously as Director Portfolio Management, RT Investment Counsel.

Jeff R. Parent, B. Eng, CIM, FCSI
Vice President, Portfolio Manager
Industry Experience in Years: 25+

Mr. Parent has been in the investment industry since 1992. He began his career as an investment advisor and progressed to his current role as portfolio manager where he manages clients’ portfolios and offers financial and estate planning advice. He is a recognized author, public speaker, investment educator and appeared regularly on national TV.  Jeff has a degree in Engineering and is a Fellow of the Canadian Securities Institute. He is past president of the Canadian Society of Technical Analysts and an associate member of the Market Technicians Association.

Samia Preston, CFP, CIM, FCSI
Portfolio Manager
Industry Experience in Years: 25+

At Matco, Ms. Preston’s focus is directed to managing and servicing portfolios for private clients, trusts and institutional accounts. Ms. Preston began her career in Toronto in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients achieve their financial goals. Most recently, Ms. Preston was Vice-President and Director of a small boutique investment firm. Ms. Preston is both a Certified Financial Planner as well as a Fellow of the Canadian Securities Institute.

Baron Lee, CFA
Portfolio Manager
Industry Experience in Years: 10+

Mr. Lee has over 10 years of industry experience, began his career at Fiduciary Trust Company of Canada and joined Matco Financial in 2010. In addition to being a member of Matco Financial’s Investment Committee and Equity Working Groups, he is also a Portfolio Manager on the Matco Canadian Equity Fund where his primary responsibilities range from portfolio management and fundamental research to trading. He graduated from the University of Lethbridge with a Bachelor of Management degree and has earned the Chartered Financial Analyst (CFA) designation.

Trevor Galon, CFA
Analyst
Industry Experience in Years: 7

Mr. Galon has over 6 years of industry experience on the buy side dealing with both institutional clients as well as private high net worth clients. He began his career at Greystone Managed Investments where he was part of the fixed income team for 5 years. His responsibilities ranged from trading and portfolio management to client service and research. He joined Matco in 2015 and is part of the Investment Committee as well as the Canadian Equity working group. His primary roles range from macro-economic analysis, bottom up stock research as well as involvement in the management of fixed income assets. Mr. Galon graduated from the University of Regina and has earned the Chartered Financial Analyst (CFA) designation.

Everett Knight, CFA
Analyst
Industry Experience in Years: 6

Mr. Knight’s primary role is monitoring and analyzing the equity markets along with the Matco Canadian Equity Income, Small Cap, and Energy Funds. He is a member to the Investment Committee and Canadian Equity Working Group. His previous work experience included Petrominerales as a New Ventures Analyst and at Petrobank Energy and Resources in the Accounting department. Mr. Knight graduated from the University of Calgary, Haskayne School of Business with a Bachelor in Commerce majoring in Finance. Following achieving his degree, Mr. Knight has earned the Chartered Financial Analyst (CFA) designation.

Lindsay Bryant
Manager, Client Service
Industry Experience in Years: 15+

Ms. Bryant leads the client service team for Matco Financial Inc. Her duties include family office reporting and direct client service. With over 18 years in the financial industry, Ms. Bryant provides exceptional client experience. Ms. Bryant has completed her Canadian Operations Course, Canadian Securities Course and her Conduct and Practice Course. Prior to joining Matco, Ms. Bryant was a Client Service Associate with McLean & Partners Wealth Management Ltd.

Jaime Morin, BA
Associate
Industry Experience in Years: 15+

Mrs. Morin is part of the client service team. She has extensive experience in client relationship management. She has supported multiple portfolio managers with both wealth and advisory relationships. Her previous roles included Chief Compliance Officer, Operations Manager and Branch Manager. Mrs. Morin graduated from the University of Calgary with a Bachelor of Economics.

McKayla Toews, BA
Marketing Manager
Industry Experience in Years: 5+

Ms. Toews provides Matco with internal marketing and sales expertise in her role as Marketing Manager.  She specializes in market research, sales targeting, lead generation and campaign management. She is responsible for developing and implementing an ongoing marketing strategy. Ms. Toews graduated from University of Calgary in 2013.

Jane Matthews
Manager, Operations
Industry Experience in Years: 25+

Ms. Matthews leads the operations team for Matco Financial Inc. Her responsibilities include monthly, quarterly reporting, yearly filings, Human Resources, as well as providing support to business lines such as Compliance and Finance. Prior to joining Matco, Ms. Matthews was the Operations Manager with CST Trust Company (formerly known as CIBC Mellon Trust Company), and has been employed in the Trust industry for over 25 years.

Cindy Kathol, B.Comm
Controller
Industry Experience in Years: 10+

Mrs. Kathol is responsible for day-to-day accounting as well as the preparation of financial statements and tax returns. Prior to joining Matco Financial Inc. in 2008, she was involved in energy accounting having worked for two major Calgary-based oil companies. Mrs. Kathol graduated from the University of Saskatchewan having earned a Bachelor of Commerce.

Katrina Powell
Senior Operations Associate
Industry Experience in Years: 30+

Ms. Powell provides operational and administrative support for Matco Financial Inc. Her duties are mainly in the areas of trade settlements, billing, sales reporting and database management. Ms. Powell has completed the Canadian Securities Course, the Canadian Investment Funds Operations Course, the Branch Managers’ Examination Course, and the Institute of Canadian Bankers Compliance Officer Course. Ms. Powell has worked in the financial services industry for over 30 years.

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