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

Matco's Approach to Balanced Fund Equities

MAY 17 / JAMES COOK, CFA, Associate Portfolio Manager
Balanced fund mandates dominate the investment industry in Canada. The Investment Funds Institute of Canada (IFIC) reports that as of March 31st, the balanced mandate makes up 48%1 of mutual fund assets. Depending on the manager, a balanced fund’s asset mix will be around 60% equities and 40% fixed income.

Silicon Valley Bank Fallout

MARCH 20 / JAMES COOK, CFA, Associate Portfolio Manager
Silicon Valley Bank, Santa Clara, California, was closed on March 10, 2023, by the California Department of Protection and Innovation. The Federal Deposit Insurance Corporation was named receiver and will facilitate the unwinding of Silicon Valley Bank’s deposits and assets.

2023 Annual Outlook - A Tale of Two Halves

FEBRUARY 28 / Matco Investment Management Team
Investment industry analysts and experts are debating whether a recession will occur in 2023.

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.


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Matco Market Insights