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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.

 

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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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Recent News - Matco Market Insights

MATCO MARKET INSIGHTS – PODCAST SERIES EPISODE 7 (24 min)

JULY 21 /
Q2 2021 Review & Outlook with the Matco Investment Team
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MATCO MARKET INSIGHTS - BULL vs. BEAR MARKETS: WHAT'S THE DIFFERENCE?

JULY 13 / BARON LEE, CFA, Portfolio Manager
There are many theories about how the terms bull market and bear market came to be, but the most popular explanation is how each animal attacks.  A bull attacks by lowering its head and using its horns to lift “up” its opponents, while a bear attacks by raising its front legs and using its paws to swipe “down” at its opponents.  Thus, when the market is trending “up,” it’s termed a bull market and when the market is trending “down,” it’s termed a bear market; a bear market is confirmed when a market declines by 20% or more.
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MATCO'S QUARTERLY MACRO OVERVIEW - Q2 2021

JUNE 30 /
The first two quarters of 2021 have been very positive for investment markets around the world. Economic data continues to surprise on the upside.
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