Our Company


Matco Financial simplifies the investment world for clients, preserving and growing their capital.

Simply Matco iphone

We serve a range of clients from individuals, families, 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:

 

Matco Client Retention Rate

 

Our team strongly believes in being aligned with clients through personal investments in the funds we manage and through firm ownership.  We communicate clearly and concisely and provide timely insights regarding the investment world. Our professionals have designations such as Chartered Financial Analyst, Chartered Financial Planner, Trust and Estate Planner, Chartered Investment Manager and Masters of Business Administration.  

We have been in business since 2006 and today steward investments for over 450 individuals, families, and institutions.

We are proud of our 98% client retention rate and are honoured that over 90% of our new clients come from referrals from existing clients who have trusted us for years with their nest egg.

Our doors are always open for new clients to discover us, we encourage you to reach out today to make a connection.

 

 Our Philosophy    Our Story 

 

 

Our Partners

Our long-term service partners include the following companies:

Auditors

KPMG logo

 

Asset Custodians

RBC investor&treasury logo

 

National Bank logo

 

Avisowealth logo

 

Fidelity investments logo

Legal

Bennet Jones logo