Our team

Our team of dedicated Investment Counselors have decades of experience in the investment industry.

We’ve been partnering with individual investors, trusts, corporations, and not-for-profit organizations, providing best-in-class investment performance and exceptional service.

Investment Counsellors

Co-Chief Investment Officer, Portfolio Manager

Mr. Dickie is responsible for the investment operations and strategic…

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President, Chief Operating Officer, Investment Counsellor

As President, Investment Counsellor, and Chief Operating Officer, Mr. …

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Vice President, Investment Counsellor

As Vice President, Investment Counsellor, Ms. Angevine draws on over 25…

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Vice President, Investment Counsellor

As Vice President, Investment Counsellor, Ms. Lunney’s draws on over 30…

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Vice President, Investment Counsellor

As Vice President, Investment Counsellor, Ms. Preston draws on over 35…

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Portfolio Managers

Co-Chief Investment Officer, Portfolio Manager

Mr. Galon has over 8 years of industry experience on the buy side deal…

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Portfolio Manager

Mr. Knight’s primary responsibility is Portfolio Manager of the Matco Sm…

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Portfolio Manager

Mr. Lee has over 10 years of industry experience, began his career at…

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Operations & Client Services

Chief Financial Officer

Ms. Conrad is responsible for strategic financial planning, accounting…

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Manager, Client Service & Operations

Ms. Bryant leads the client service and operations teams for Matco Fina…

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Client Associate & Chief Compliance Officer

Mrs. Morin has extensive experience in client relationship management…

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Senior Operations Associate

Ms. Powell provides operational and administrative support for Matco…

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Marketing Manager

Ms. Toews provides Matco with internal marketing and sales expertise in…

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Associate

Mrs. Kocsar provides administrative support with a focus on new accounts…

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Board of Directors

Director, CIO

Director, President & COO

Ronald Mathison, CA, CBV, CFA

Director, Chairman

Michael Tims, C.M, LL.D, CBV

Director