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 Market Insights

Three Ways to Invest Your 2022 Tax Refund

MAY 13 / TOM STACHIW, CIM, Portfolio Manager
Before you start planning a new vacation or purchasing a new toy with this year’s tax refund, it’s wise to consider investing it, with the world markets down year to date. When markets are down, it’s a great time to maximize your refund and set yourself up for the future by averaging into your investments. We recommend you consider three alternative options to utilize your tax refund before planning that trip to Mexico.


APRIL 21 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
During 2020 and 2021, technology companies benefited greatly from the COVID lockdowns as more people stayed or worked from home. Consumption of anything digital went through the roof, with technology companies reporting blockbuster earnings and surging stock prices. However, 2022 is a new environment.


MARCH 31 / TREVOR GALON, CFA, Chief Investment Officer
There are several uncertainties on the investment horizon. These concerns are building a significant wall of worry for investors, leaving them wondering whether these factors will be strong enough to cause a recession. More importantly, investors are left pondering what they should be doing within their portfolios. Let’s start by addressing the concerns to help investors filter the noise and focus on what matters.

Helping Ukraine

As the world watches the daily gut-wrenching bombardment of Ukraine and the loss of innocent lives for an unnecessary and unjust war, we are left asking what we can do? As Canadians, one of the ways we can support Ukrainians is through humanitarian aid. As millions of people seek refuge from the war, humanitarian aid demand will skyrocket. Various international aid organizations and European and North American governments are ramping up financial assistance for the expected demand.
The Canadian government has committed $125 million in humanitarian aid for Ukraine so far. It includes $115 million for experienced humanitarian partners in Ukraine and up to $10 million to the Canadian Red Cross through a matching fund for its Ukraine Humanitarian Crisis Appeal. Matco Financial is donating to the Canadian Red Cross. In addition, Matco will match any donations made by its employees.
For those interested in donating, here are some organizations to consider:
Canadian Red Cross Canadian-Ukraine Foundation
UNICEF Canada Doctors Without Borders

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.


See how you can make a difference too

Giving Back



Matco Market Insights