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

Top Gun: Dog Fight Market

JUNE 10 / TREVOR GALON, CFA, Chief Investment Officer
The investment markets currently find themselves in a dog fight between two enemy aircrafts: inflation and rising interest rates. If one were to look beyond the horizon of stock market performance this year and focus on the pilot’s economic indicator instruments inside the cockpit, it would reveal a stark contrast.

Back to the Future Part IV

MAY 27 / ANIL TAHILIANI, MBA, CFA, Senior Portfolio Manager
Like in the 1980s hit movie trilogy Back to the Future, investors have a huge sense of déjà vu. Inflation in Canada and the U.S. is back to 40-year highs, and as a result, central banks are quickly increasing interest rates as they worry about inflation getting entrenched. Central bankers wish they could jump into Doc’s DeLorean time machine and go back to early 2021 to slowly start raising rates rather than now being behind the curve. Meanwhile, governments wish they could use the DeLorean to go back and give out less money than they did during COVID.

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.

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