At Matco Financial Inc., We Believe You Should Have:
- Core investments in diversified portfolios utilizing best-in-class managers.
- Trust and estate plans that reflect your views and values. Plans that you know will be implemented judiciously for generations to come.
- Ongoing access to tax experts that know your situation. Experts who will answer issues as they arise and manage annual returns.
- Consolidated reporting on all assets on a timely basis. Giving you the perspective to make strategic decisions.
- Ground-level involvement in private investment opportunities. The door opened to select public investment options.
- The assurance that all matters are handled in a confidential and regulatory compliant manner.
- The sense of certainty and comfort that frees you to focus on other things.
We think a comprehensive approach to wealth management simply makes sense. That’s why we’re dissolving the boundaries that traditionally separate life and money concerns.
Orchestrating the Right Combination
As investment managers, our job is to preserve and grow your wealth whatever the environment. To that end, we believe no single investment manager can always be best.As a result, a multimanager approach is central to our investment philosophy and our capabilities. In constructing and managing portfolios, we draw upon our in-house expertise and a select team of firms whose primary focus is institutional clients and some private clients. Each firm has been selected for its strengths in a specific role. Combined with our in-house expertise, you’ll find Matco Financial offers a best-in-class investment platform of considerable depth and scope.
As wealth managers, we’re experienced in the duties and services of a successful multi-family office.We address the major issues and important nuances associated with the complexities of wealth. Our over 15 years of experience in this area reflects the level of trust, confidence and comfort that are fundamental to the long-term relationships we have with our clients.
Matco Financial gives you the opportunity to put a cohesive wealth management strategy in place; one that can be implemented in concert with your advisors or seamlessly by our group. Matco Financial can mean “everything is taken care of” and that can mean more time, more freedom for you.
Knowing Us
We know an opportunity is only as worthy as the people who make it work.
As a private company, we have a personal stake in your success. We believe, in business as in life, you build relationships one-on-one over time. You judge risks and opportunities as much by the people involved as by the numbers on the page.
You expect professionalism and performance, but they are hollow promises without character, integrity and mutual respect.
These values are our starting point for working with you.
Ronald P. Mathison, CA, CBV, CFA
Chairman
Mr. Mathison is president, chief executive officer and sole shareholder of Matco Investments Ltd., a private firm specializing in corporate turnarounds and providing capital and management expertise to private and public companies.
Bill K. Dickie, CFA
Director, President & Portfolio Manager
Mr. Dickie is responsible for the strategic development and investment operations of Matco Financial Inc. Previously, he was president and director of Fiduciary Trust Company of Canada, where he was responsible for establishing and managing the firm. Under his leadership, the company’s assets under management grew from $317 million to approximately $8.5 billion in a six-year period.
Jason N. Vincent, PFP, TEP
Director, Chief Operating Officer & Vice President
Mr. Vincent focuses extensively on client counsel and company operations. His considerable planning experience involves assisting clients in solving domestic and global financial concerns including estate planning, trusts, international business corporations and global custody. Prior to joining Matco Financial Inc., Mr. Vincent was executive vice president, Fiduciary Trust Company of Canada.
Ian Hill, CA
Chief Financial Officer
Mr. Hill is responsible for compliance with public reporting obligations and implementing controls and procedures. Mr. Hill is also the Chief Financial Officer of Matco Investments Ltd. Prior to joining Matco, Mr. Hill was Controller, Operational Accounting at Plains Midstream Canada LLP and Chief Financial Officer of a TSX Venture exchange public company.
Jerry A. Olynuk, LLB, CFP, CFA
Vice President, Portfolio Manager
Mr. Olynuk works directly with private clients, managing their individual portfolios. Mr. Olynuk also manages portfolios for the MFi family of funds. He is a member of the Matco Financial investment committee responsible for the firm’s strategic asset mix and investment research. Previously, he was vice president and portfolio manager at Guardian Capital Advisors LP. During his career, Mr. Olynuk has garnered considerable experience in estate and trust planning and the management of related portfolios.
Gwen Becker, CIM, CFP, FCSI
Vice-President, Business Development
Mrs. Becker contributes to the development and implementation of Matco Financial Inc'.business strategy. She is responsible for introducing investment solutions and servicing the needs of private clients, charitable foundations, endowments. institutional clients and advisors. Each relationship is anchored with a Portfolio Manager and serviced according to the needs of the client. Her previous experience includes positions as branch manager, CIBC Investor Services Inc and private banker in Canadian Imperial Bank of Commerce Global Private Banking division. She most recently held the role, Vice-President Business Development with Cypress Capital Management Ltd. and AGF Private Investment Management.
Jennifer L. DaSilva, BBA, CFP
Manager, Multi-Family Office
Mrs. DaSilva is responsible for the executive administration of our multi-family office. This involves ensuring clients’ wealth management plans are implemented seamlessly and specific requests are addressed in a timely and effective manner. Working directly with clients, Mrs. DaSilva is involved in developing trust and estate plans and manages our quarterly consolidated reporting. Prior to joining Matco Financial Inc., Mrs. DaSilva was with Fiduciary Trust Company of Canada.
Martin A. Lambert, LLB
Senior Advisor to Matco Financial Inc.
Mr. Lambert is senior counsel to the corporate commercial department of Bennett Jones LLP. He served as chief executive officer of Bennett Jones from 1996 to 2000. A co-founder of Matco Capital Ltd., Mr. Lambert is widely recognized as one of Canada’s leading mergers and acquisitions lawyers.
D. Alan Ross, LLB
Senior Advisor to Matco Financial Inc.
Mr. Ross is senior counsel to the tax department of Bennett Jones LLP. His practice focuses on tax planning for high net worth individuals as well as the income tax aspects of corporate reorganizations, corporate finance, mergers and acquisitions. Mr. Ross, who is known as one of Canada’s leading corporate tax lawyers, joined Matco Capital Ltd. in January 2006.
Daniel S. Cheng, CFA
Portfolio Manager and Analyst
Mr. Cheng is a member of the Matco Financial Inc. investment committee which is responsible for setting and implementing strategic asset mix as well as investment research. As part of the Investment Committee Mr. Cheng’s duties include investment analysis and trade execution for Matco Financial Inc. and the MFi family of funds. Prior to joining Matco Financial Inc. Mr. Cheng was with Ross Smith Energy Group, an energy research firm. Prior thereto he was an institutional equity research associate with Tristone Capital Inc.
Lee W. Appleton, CFA
Portfolio Manager and Analyst
Mr. Appleton is a member of the Matco Financial Inc. investment committee responsible for the firm’s strategic asset mix and investment research. As part of the Investment Committee, Mr. Appleton’s duties include equity and portfolio analysis for Matco Financial Inc. and the MFi family of funds. Prior to joining Matco Financial Inc., Mr. Appleton was with C.P.M.S. - Computerized Portfolio Management Services Inc., one of North America’s leading independent equity research firms.
Cindy Ranger, B.Comm
Controller
Ms. Ranger is responsible for the day to day accounting as well as the preparation of financial statements and tax returns. Ms. Ranger is also currently the controller for Matco Investments Ltd. Prior to joining Matco, Ms. Ranger was involved in oil & gas accounting for a couple of large oil companies in Calgary.
