Invest in MATCO Funds Today

A financial plan is a great living document that we use at Matco to help guide our clients through their life cycles, and ultimately, give them peace of mind for their retirement. Another great option is walking through the retirement calculator on - or link directly to the retirement calculator tool.  

Tool Link

This tool has four tabs that are used to produce an estimation of whether you and your family have enough savings for retirement. Each tab walks through basic information needed to generate the projection. This high-level projection can be compounded with a financial plan through Matco to provide peace of mind for all your financial goals, not just retirement.

A financial plan is a living document we use for many purposes to help add value to our clients. At Matco, we use a financial plan to help determine tax strategies, risk tolerance, estate planning and comfort in the entire wealth management picture. If you have not walked through the retirement tool online, we welcome you to do so. If you would like to have a conversation about updating or generating a financial plan, please reach out to me directly or to one of our portfolio managers. 

Click here to email Tom   Buy our MATCO Funds today 

Tom Stachiw, CIM
Portfolio Manager
Local: +1-403-718-7792

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Founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations and not-for-profit organizations.

Our mission is to simplify the investment world for our clients by understanding their needs and providing exceptional investment solutions that preserve and grow capital.

 Matco Financial is an independent, privately held discretionary investment counsellor and asset management firm that serves the needs of individual investors, institutions, advisors, trusts, corporations and not-for-profit organizations. Matco provides investment advisory services to investors on a discretionary basis through mutual funds and separately managed accounts. This communication is intended for information purposes only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Matco Financial Inc. makes no representations as to the accuracy or any other aspect of information contained in other websites. All statements that look forward in time or include anything other than historical information are subject to risks and uncertainties and are not guarantees of future performance. Investors should not rely on forward-looking statements. Actual results, actions or events, could differ materially from those set forth in the forward-looking statements.

For more information please visit
 MATCO Financial Inc. ©2021 All Rights Reserved.
Our mailing address is:
350, 440 – 2nd Ave SW,
Calgary, Alberta T2P 5E9
Phone: 403.539.5740