19 Years in Service
99% Client Retention
4/5 New Clients Are Referrals
19 Years
in Service
99% Client
Retention
4/5 New Clients
Are Referrals

How Can Matco Help Build and Preserve Your Wealth?

Matco Financial has guided Canadians for nearly 20 years with a proven, holistic approach to wealth management designed to turn your goals into a clear, actionable plan through:

Personalized investment management aligned to your risk and goals
Comprehensive financial planning for every stage of life
Integrated tax, retirement, and estate strategies
A dedicated portfolio manager and service team
A fiduciary duty and transparent fee structure
Consolidated reporting that simplifies your entire financial picture
Get Your Free Record of Personal Financial Affairs

A simple, powerful tool trusted by high-net-worth families to bring their entire financial life into one clear, organized snapshot.

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How is Matco Different?

We Follow a Holistic Approach That Goes Beyond Investing

Matco Financial builds long-term relationships by acting as a true partner in helpihg you achieve your financial goals. As a fiduciary, we put your interests first: your success is directly tied to ours. Our personalized approach, discipline in investing and independence make us unique in our industry.

About Matco Financial

Matco Financial helps families, trusts, foundations, and non-profits achieve their long-term financial goals through disciplined, personalized portfolio management. Founded in 2006, today Matco’s team continues that vision by delivering tailored strategies and proactive, high-touch service to every client we serve.

What Do I Get When I Work With Matco?

A dedicated portfolio manager brings every part of your financial life into one coordinated plan. With in-house specialists across disciplines, we simplify complexity and make sure all four pillars of your financial life work together seamlessly.

Investment Management

Actively managed, risk-aware portfolios

Financial Planning

A roadmap for short- and long-term goals

Consolidated Reporting

Protecting your legacy and minimizing taxes

Estate Planning

A complete view of wealth, cash flow, and accounts

Learn how we can turn your financial goals into lasting wealth and security.

Learn More

Why Work With Matco

You Can Build 2.3x More Wealth With an Advisor*

Research shows that a clear financial plan helps you outperform. Our wealth program pairs you with a dedicated advisor who aligns your resources with your goals to grow, protect, and enjoy your wealth.

*Source: More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud’Homme, CIRANO 2020.

Frequently Asked Questions

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Ready to Become a Matco Client?

Get started by completing our step-by-step intake. Once we understand your goals and situation, a portfolio manager will contact you to begin building your personalized plan.

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