Matco Financial simplifies the investment world for clients, preserving and growing their capital.
We serve a range of clients from individuals, families, and foundations to trusts and not for profit organizations – understanding their needs and providing them with exceptional investment solutions.
Our boutique investment firm has five service offerings: mutual funds, investment counselling, family office services, group RRSPs, and an investment program for condominium corporations.
Matco Financial has recently made a donation to the Calgary Health Trust’s "Clean Hands, Giving Hearts" COVID-19 Response Fund to help support frontline Healthcare workers.
Recent News - Matco Market Insights
Investment markets have performed well through the first three quarters of 2021. However, September observed increased volatility and a modest downtrend for equity markets. Signs of decelerating economic growth, worries of persistent inflation, COVID-19 delta variant concerns and the possibility of tightening financial conditions are weighing on the minds of market participants. Nevertheless, the economy continues to grow, and opportunities remain.
OCTOBER 15
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TOM STACHIW, CIM, Portfolio Manager
There is a Chinese proverb that states “the best time to plant a tree was 20 years ago. The second-best time is now”. The same is true for tax and financial planning, the best time to plan was in the past – but it is never too late to structure yourself correctly to keep as much of your income in your pocket rather than sending it to the Canadian government.
SEPTEMBER 23
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TREVOR GALON, CFA, Chief Investment Officer
The U.S. Federal Reserve sets interest rate policy for the largest economy in the world. Whether the U.S. central bank is tightening financial conditions (increasing interest rates or reducing asset purchases) or easing financial conditions (lowering interest rates or increasing asset purchases), is therefore closely monitored by economists and investment managers around the world...
