Private Wealth Clients: Overview
Matco offers investment counselling and money management services to Private Wealth Clients*. We provide customized investment solutions based on six strategies in the form of pooled funds and segregated portfolios. As a Matco Private Wealth Client, you will benefit from:
- Customization & Flexibility: We tailor your investment solution based on your specific investment objectives and lifestyle needs – whether that is in the form of pooled funds or segregated assets.
- Strategic/Tactical Asset Allocation: We practice both strategic and tactical asset allocation to ensure your portfolio remains in line with your risk tolerance, while also allowing you to benefit from market opportunities.
- Competitive Fees: Our investment management fees are competitive and tax deductable.
- Unparalleled Service: We are committed to providing an unparalleled level of service to assist our clients with the administrative aspects of their accounts. We are happy to field any of your investment, tax, and/or legal questions, and we provide you with ongoing market and portfolio updates.
The Matco team is fully committed to acting as your partner; one who has a vested interest in your success and will remain accountable for your investment portfolio.
Regardless of the major life events you may experience (including business transactions, marriage/divorce, births, trusts & estates, taxes, etc.), Matco has the expertise to help you successfully navigate any aspect of your life that could impact your finances.
* Private wealth clients are those with $1,000,000 or more in assets to invest.
For more information on becoming a Matco Private Wealth Client, please contact:
Jerry Olynuk
Vice President & Portfolio Manager
T: 1.403.539.5085
E: jolynuk@matcofinancial.com
