Our Team

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

Portfolio Management Team

Bill Dickie

Bill Dickie CFA

Portfolio Manager, Board Director, Vice Chairman

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Jason Vincent

Jason Vincent PFP, TEP

President & Chief Operating Officer, Board Director

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Anil Tahiliani

Anil Tahiliani MBA, CFA

Senior Portfolio Manager

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Trevor Galon

Trevor Galon CFA

Chief Investment Officer

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Client Experience Team

Lindsay Bryant

Lindsay Bryant

Manager Client Experience

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Jamie Morin

Jamie Morin BA

Chief Compliance Officer & Client Associate

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Lee Ann Morrish

Lee-Ann Morrish

Manager Operations

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Diana Cuznetova

Diana Cuznetova CPA, CGA

Chief Financial Officer

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Board of Directors

Ronald Mathison CA, CBV, CFA

Board Director, Chairman

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Bill Dickie

Bill Dickie CFA

Portfolio Manager, Board Director, Vice Chairman

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Jason Vincent

Jason Vincent PFP, TEP

President & Chief Operating Officer, Board Director

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