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Matco Financial
Overview
How we coordinate planning, tax, estate, and investments
Individuals & Families
Personal wealth management for every life stage
Family Office
Comprehensive coordination for complex wealth families
Separately Managed Portfolios
Factor-based mandates with direct ownership at $1M+
Overview
Our investment philosophy and fund platform
Our Funds
Five actively managed strategies
For Institutions
Foundations, endowments, trusts & non-profits
Our Story
How and why Matco was founded
Our Team
The people behind your portfolio
In the Media
Matco in the press and industry features
Market Commentary
Videos and insights from our portfolio managers
The Matco Note
Our monthly newsletter from the team
Retirement Calculator
Project your savings and retirement income
Risk Profile
Understand your investment risk tolerance and capacity
Contact
Client LoginGet Started
Matco Financial

Matco Financial is an independent investment firm in Calgary, focused on families, non-profits, and institutions across Canada.

Accounts
Client LoginGet Started
Services
Wealth ManagementAsset ManagementFamily Office
Company
Our StoryOur TeamResourcesContact
Legal
Regulatory & LegalPrivacy PolicyDisclaimerPromotions
© 2026 Matco Financial Inc.
Matco Financial
Overview
How we coordinate planning, tax, estate, and investments
Individuals & Families
Personal wealth management for every life stage
Family Office
Comprehensive coordination for complex wealth families
Separately Managed Portfolios
Factor-based mandates with direct ownership at $1M+
Overview
Our investment philosophy and fund platform
Our Funds
Five actively managed strategies
For Institutions
Foundations, endowments, trusts & non-profits
Our Story
How and why Matco was founded
Our Team
The people behind your portfolio
In the Media
Matco in the press and industry features
Market Commentary
Videos and insights from our portfolio managers
The Matco Note
Our monthly newsletter from the team
Retirement Calculator
Project your savings and retirement income
Risk Profile
Understand your investment risk tolerance and capacity
Contact
Client LoginGet Started
Legal

Regulatory & legal documents

Fund facts, financial statements, prospectus, and other regulatory filings. All documents are PDF format.

On this page
Fund factsMRFPs (interim)MRFPs (annual)Financials (interim)Financials (annual)QPDsIRC documentsProxy votingLegal documents
Related
Privacy PolicyDisclaimers

Fund facts

As of June 3, 2025
Matco Global Equity Fund — Series F & O
PDF
Matco Canadian Equity Income Fund — Series F & O
PDF
Matco Diversified Income Fund — Series F & O
PDF
Matco Opportunities Fund — Series F & O
PDF
Matco Balanced Fund — Series F & O
PDF

Management reports of fund performance — Interim

As of June 30, 2025
Matco Balanced Fund
PDF
Matco Diversified Income Fund
PDF
Matco Global Equity Fund
PDF
Matco Opportunities Fund
PDF
Matco Canadian Equity Income Fund
PDF

Management reports of fund performance — Annual

As of December 31, 2025
Matco Opportunities Fund
PDF
Matco Balanced Fund
PDF
Matco Canadian Equity Income Fund
PDF
Matco Global Equity Fund
PDF
Matco Diversified Income Fund
PDF

Financial statements — Unaudited interim

As of June 30, 2025
Matco Balanced Fund
PDF
Matco Diversified Income Fund
PDF
Matco Global Equity Fund
PDF
Matco Canadian Equity Income Fund
PDF
Matco Opportunities Fund
PDF

Financial statements — Audited annual

As of December 31, 2025
Matco Opportunities Fund
PDF
Matco Diversified Income Fund
PDF
Matco Balanced Fund
PDF
Matco Canadian Equity Income Fund
PDF
Matco Global Equity Fund
PDF

Quarterly portfolio disclosures

As of March 31, 2025
Matco Opportunities Fund
PDF
Matco Diversified Income Fund
PDF
Matco Canadian Equity Income Fund
PDF
Matco Balanced Fund
PDF
Matco Global Equity Fund
PDF

Independent review committee

As of December 31, 2025
IRC Report 2025-12-31
PDF

Proxy voting

As of June 30, 2025
Matco Opportunities Fund
PDF
Matco Global Equity Fund
PDF
Matco Canadian Equity Income Fund
PDF

Legal documents

Privacy Policy
View →
Disclaimers
View →
Relationship Disclosure
PDF ↓
Business Continuity Plan
PDF ↓
Trade Matching Statement
PDF ↓
Publicly filed documents
All filings are available on the SEDAR+ website.
Visit SEDAR+ →
Matco Financial

Matco Financial is an independent investment firm in Calgary, focused on families, non-profits, and institutions across Canada.

Accounts
Client LoginGet Started
Services
Wealth ManagementAsset ManagementFamily Office
Company
Our StoryOur TeamResourcesContact
Legal
Regulatory & LegalPrivacy PolicyDisclaimerPromotions
© 2026 Matco Financial Inc.