Matco Condo Program

Investment Strategy specifically tailored to the needs of Condo Corporation Reserve Funds

The Condo Reserve Fund is a Condo Board's Most Valuable Resource. 

The primary function of a condo corporation's reserve fund is to cover the cost of repairs or replacement of capital property, maximizing the utility of the reserve fund to optimize return on investment of their monetary contributions.

 

 

Benefits of Specialized Condo Mandate

  • Investment Strategy specifically tailored to the needs of Condo Corporation Reserve Funds
  • Adheres strictly to the permissible investments as outlined within the Province of Alberta Condominium Property Acts
  • Liquidity and flexibility of investments for changing and unanticipated condo requirements
  • Delegation of fiduciary investment responsibilities to Matco – takes investment away from Condo board
  • Capitalize and take advantage of dynamic markets instead of being locked into GIC’s
  • Safety of capital and independent custodian

 

What You Can Expect

1. Portfolio of Securities

    focused on:

  • Safety

  • Accesability 

  • Income

 

2. Annual Investment Review

  • Asset mix review
  • Holdings review
  • Performance review

3. Ongoing support for Condo managers/boards

4. Monthly & quarterly statements

5. Quarterly newsletters

 

Investment Options

Permissible Investments within the confines/constraints of the Alberta Condominium Property Act.

Traditional:

GICs

   

Multi-Factor:

Short-term Bonds

Universe Bonds

Equities

 

 

Implementation

Let's discuss the benefits of the Matco Condo Program.

Contact Us 

 

 

MATCO Condo Program
MATC Wealth Planning

Samia Preston, CFP, CIM, FCSI
Vice President, Portfolio Manager

Contact   Profile   403-718-2127

 

 

 

MATCO Condo Program
MATCO Wealth Planning

Tom Stachiw, CIM
Portfolio Manager

Contact   Profile   403-718-7792