Your financial future, personally managed
Matco is an independent Canadian firm that builds its own investment funds and manages client portfolios in-house.
$800M+
Assets under management
600+
Canadian households
98.4%
Client retention rate
20 years
In business
*As at April 30, 2026
Who We Serve
Tailored to your situation
Every client is different. We provide dedicated service and strategy for three types of investors.
Why Matco
Most firms outsource their investment products, we don't
Advice That Stays Personal
You partner with experienced professionals who know your situation, family, and goals. We give you continuous access to a reliable team for when life changes.
Clarity Without Hidden Complexity
Good advice should be easy to understand. From onboarding to fees, we keep the process clear. You'll know what you own, why you own it, and how it supports your plan.
Retirement Expertise for Every Stage
Matco helps you with wealth building, retirement income, and estate planning. We help coordinate investment strategy with tax efficiency, income needs, and legacy considerations.
What We Do
Wealth management, investments, and family office
Every aspect of your financial life coordinated in-house.
Get Started
Wealth Management
Get financial planning, tax and estate considerations, and investment management through our advisory process.
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Asset Management
Five proprietary mutual funds built in-house by our portfolio managers. Available direct or through your advisor.
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Family Office
Multi-entity coordination, succession planning, and philanthropy services for families with complex financial lives.
Learn more Featured fund
Matco Opportunities Fund
Long-term capital appreciation by primarily investing in small- to mid-capitalization companies. The fund can invest up to 30% in non-Canadian companies.
View fund detailsAs of March 31, 2026. Past performance does not guarantee future results. See fund page for complete disclosure.
"A trusted investment group which approaches each client with a personalized approach. Very knowledgeable and always available to discuss your investment needs."
Shannon M.Client since 2016
Start with a conversation
Book a meeting with a wealth advisor. We provide a clear picture of where you stand and how we can help.