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.

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

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

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Bill Dickie
CFA
Vice Chairman, Portfolio Manager

Jason Vincent

President & Chief Operating Officer

Focus: Family Office Service, Wealth Planning, Group Retirement Plans

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Jason Vincent
TEP, PFP
President & Chief Operating Officer

Anil Tahiliani

Vice President, Portfolio Manager

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

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Anil Tahiliani
MBA, CFA
Vice President, Portfolio Manager

Samia Preston

Vice President, Portfolio Manager

Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals

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

Trevor Galon

Chief Investment Officer

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

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Trevor Galon
CFA
Chief Investment Officer

Baron Lee

Portfolio Manager

Focus: Global Equities & Cannabis Sector
Works with private clients to achieve their personal goals

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Baron Lee
CFA
Portfolio Manager

Tom Stachiw

Portfolio Manager

Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals

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Tom Stachiw
CIM
Portfolio Manager

Jordan Beckett

Investment Analyst

Focus: Trading & Investments & Performance Analytics

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Jordan Beckett
CFA
Investment Analyst

Client Experience Team

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

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Lindsay Bryant
Manager Client Experience

Jaime Morin

Chief Compliance Officer & Client Experience Associate

Focus: Compliance & Client Service

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Jaime Morin
BA
Chief Compliance Officer & Client Experience Associate

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

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Lee-Ann Morrish
Manager Operations

Diana Cuznetova

Controller

Focus: Financial & Regulatory Management

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Diana Cuznetova
CPA, CGA
Controller

Katrina Powell

Senior Operations Associate

Focus: Operations Support & Database Management

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Katrina Powell
Senior Operations Associate

Rachel Yaholnitsky

Marketing Coordinator

Focus: Marketing & Event Management

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Rachel Yaholnitsky
BA
Marketing Coordinator

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