Welcome
Matco Financial is an independent, privately held discretionary investment management firm that has been serving the needs of individual investors, trusts, corporations, and not-for-profit organizations since 2006.
Our expertise and focus is investment in Canadian securities and North American energy stocks. Our mission is to provide investment solutions that are designed to protect capital and achieve long-term growth; without exposing our clients to unnecessary risk.
Please choose from the options below based on your investment requirements:
- Mutual Fund Investors: These funds are available to individual investors and advisors
- Private Wealth Clients: Individual investors with $1,000,000 or more to invest
- Institutions: Firms looking to invest in Matco's investment solutions
UPCOMING EVENTS
Keeping Ahead of the Tax Man
Tuesday, February 7 @ 11:45AM - 1:00PM
Please join us to learn about the tax implications & benefits related to investments. Specifically, a discussion on the following
- Registered Plans (RRSPs, RESPs, etc)
- Tax Free Savings Accounts (TFSA)
- the flexibility and tax advantages of Corporate Class Mutual Funds
The One-Stop, Worry-Free, Tax Efficient Portfolio Solution
Wednesday, February 22 @ 11:45AM - 1:00PM
Thursday, February 23 @ 11:45AM - 1:00PM
Please join us to learn more about how Matco manages low risk balanced portfolios which offer the best of all worlds and have outperformed 75% of its Canadian Neutral Balanced peers (ranked by GlobeFund.com) over the last three (3) years.
If you need the following in your portfolio, this presentation applies to you:
- consistent tax-efficient income
- more preservation of capital and lower volatility
- inflation-protection with a primary focus on risk management.
