There had to be a better way

Build an independent asset management firm with the quality, familiarity, and talent to address complex needs for the founders and their clients - that’s what Ron Mathison, Bill Dickie and Jason Vincent believed when they came together in 2006 to manage their own assets and build an asset management firm.

The Founders understood that the industry was more focused on accumulating assets than delivering excellent investment management and personalized service at competitive fees.

They started with six high net worth families as their foundation in 2007, and continued to replicate that quality of service for new families, trusts, foundations and non-profits as interest and demand grew – giving these families and non-profits the same care and attention they gave themselves.

This legacy of excellence and high touch client service continues today with a passionate and dedicated team of experienced professionals following a strict investment process while keeping things clear and simple for clients.

Skin in the game

The expression 'skin in the game' originates with derby racing. Today, it is commonly attributed to Warren Buffett, referring to his initial investment of $100 in his own fund.

Our team members believe in investing in Matco funds – that's why they're also clients – their interests are naturally aligned with yours.

Portfolio Management Team

Bill Dickie, CFA

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

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Bill Dickie, CFA
Vice Chairman, Portfolio Manager

Jason Vincent, PFP, TEP

President & Chief Operating Officer

Focus: Family Office Service, Wealth Planning, Group Retirement Plans
Schedule Appointment with Jason

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Jason Vincent, PFP, TEP
President & Chief Operating Officer

Anil Tahiliani, MBA, CFA

Senior Portfolio Manager

Focus: Canadian Equities. Works with private clients to achieve their personal goals
Schedule Appointment with Anil

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Anil Tahiliani, MBA, CFA
Senior Portfolio Manager

Samia Preston, CFP, CIM, FCSI

Senior Portfolio Manager

Focus: Private Clients & Condo Program. Works with private clients to achieve their personal goals
Schedule Appointment with Samia

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Samia Preston, CFP, CIM, FCSI
Senior Portfolio Manager

Trevor Galon, CFA

Chief Investment Officer

Focus: Asset Allocation & Fixed Income
Works with private clients to achieve their personal goals
Schedule Appointment with Trevor

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Trevor Galon, CFA
Chief Investment Officer

James Cook, CFA

Associate Portfolio Manager

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James Cook, CFA
Associate Portfolio Manager

Nasrat Muradi

Analyst/Trader

Focus: Trading & Investments & Performance Analytics

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Nasrat Muradi
Analyst/Trader

Client Experience Team

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

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Lindsay Bryant
Manager Client Experience

Jaime Morin, BA

Chief Compliance Officer & Client Associate

Focus: Compliance & Client Service

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Jaime Morin, BA
Chief Compliance Officer & Client Associate

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

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Lee-Ann Morrish
Manager Operations

Diana Cuznetova, CPA, CGA

Controller

Focus: Financial & Regulatory Management

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Diana Cuznetova, CPA, CGA
Controller

Alice Zhou

Accountant

Focus: Accounting

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Alice Zhou
Accountant

Board of Directors

RONALD MATHISON, CA, CBV, CFA
Director, Chairman

WILLIAM DICKIE, CFA
Director, Vice Chairman

JASON VINCENT, PFP, TEP
Director, President & COO