Institutions

Matco Financial’s disciplined approach to investing provides foundations, endowments, trusts, and corporations with the ability to make more strategic investment decisions. Our institutional group specializes in Canadian investment solutions.

The Matco team’s multi-level investment strategy incorporates a quantitative approach with a fundamental qualitative overlay. This strategy allows us to make investment decisions based on both facts and our extensive experience.

Matco offers pooled and segregated (separately-managed) products and services in the following mandates:

• Canadian Equity/Income
• Canadian Small Cap Equity
• Canadian Energy Equity
• Canadian Balanced

We work directly with our clients, their consultants, and advisors to ensure your investment and reporting needs are clearly defined and appropriately addressed.

For more information on institutional investing, please contact:

Bill K. Dickie, CFA
Director, President, and Portfolio Manager
T: 1.403.539.5741
E: bdickie@matcofinancial.com