Matco Financial is an independent, privately held discretionary investment counsellor and asset management firm.
Originally founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations, and not-for-profit organizations.
Our investment focus is lower volatility income & equity income producing Canadian securities and North American energy stocks.
Our mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth, without exposing our clients to unnecessary or excessive risk.
Discretionary Investment Counselling & Asset Management
We provide low fee discretionary investment counselling & asset management for our clients. Discretionary investment counselling & asset management is the delegation of daily management of an investment portfolio within the parameters previously established between the investment manager and the client. This frees clients from the need to make day-to-day decisions on such matters as security selection and asset mix.
To provide independent investment counselling and discretionary asset management, Matco maintains a high standard and unique education, training, and industry licensing requirement. Many of our investment professionals have either their Chartered Financial Analyst (CFA) designation, or Certified Financial Planner (CFP) designation which demonstrates our tireless committment to stewards of client capital.
Matco believes in and abides by CFA Institute's CFA charter holder program and its Asset Manager Code of Professional Conduct, as well as Ethics and Standards of Professional Conduct. The CFA Program is a globally recognized, graduate level investment designation whereby CFA charter holders uphold the highest standards of ethics, integrity, professionalism, and most importantly, a client-centric mentality. Matco's investment committee is comprised of seasoned investment professionals who have earned the CFA designation.
Matco Financial Inc. claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.