MATCO

Private Client

Private Wealth
Management

For Individuals

Matco offers private wealth management services directly to Private Clients.

Matco believes getting to know and understand client objectives and unique needs is an integral part of managing client investments.

We pride ourselves in partnering with our clients. Clients want and need to be actively engaged in the oversight of their investment plan, review adherence to the Investment Policy Statement (IPS) asset allocation, keep accurate records of their investments, and periodically review evolving financial needs with their investment advisor. We will endeavor to work with your and your other advisors (accounting, tax, legal), if necessary, and make ourselves available in all matters related to the management of your assets.

CUSTOMIZATION & FLEXIBILITY

» We provide customized solutions based on six strategies.
» Pooled funds and or segregated assets

STRATEGIC / TACTICAL ASSET ALLOCATION

» We practice both strategic and tactical asset allocation to ensure your portfolio remains in line with your risk tolerance.

COMPETITIVE FEES

» Competitive and transparent
» Active management at Passive management pricing

If you are interested in opening an account with Matco, or would like more information on Private Wealth Management please contact us at:

Elizabeth Lunney, CFA
Vice President, Portfolio Manager
403-718-7792
elunney@matcofinancial.ca

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