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

Bearish Sentiment = Opportunity

SEPTEMBER 29 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
Last week, the U.S. Federal Reserve raised its overnight lending rate by 0.75% and signalled further rate hikes given the recent inflation rate of 8.3%. As a result, stock markets sold off back to their summer lows.

How to Benefit from Debt Consolidation and Reduce Your Annual Interest Payments

SEPTEMBER 6 / TOM STACHIW, CIM, Portfolio Manager
Debt is relatively common in life. In 2019, 73.2% of Canadians had outstanding debt or used a payday loan. And if you feel like your debt is too high, you're not alone — 31% of Canadians believed they had too much debt.

Assessing the Value of Advice

AUGUST 12 / TOM STACHIW, CIM, Portfolio Manager
"Worst 6 months in the US markets in 30 years" / "First time in decades both equity and bond markets are selling off"

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