Outperform GICs and bonds with a dividend-focused equity strategy built for income, stability, and long-term growth.
Eligible dividend tax credit results in lower tax bills vs interest income.
Dividend-growing companies help protect your purchasing power.
When reinvested, dividends support greater portfolio growth over time.
Historically, dividend strategies have outpaced conservative fixed-income alternatives.
We aim to generate more after-tax income without chasing excessive risk.
25–30 public Canadian companies
2.5% higher than the TSX Composite
Invests in 6 of 11 sectors
Designed to optimize after-tax returns
Below 15% historically for tax efficiency
$1.75B per stock
This strategy has been built with discerning investors in mind—those who want more than average returns. It’s designed to deliver more income, more tax efficiency, and more long-term security from their investments. The following investors will benefit from this strategy:
Capture more income today without sacrificing stability tomorrow. A yield advantage of ~1.0% can compound into thousands of dollars annually.
These cases highlight Matco’s conviction in high-quality dividend payers, its commitment to low turnover, and its focus on generating stable, tax-efficient income for investors.
Matco first purchased CIBC in 2007, recognizing its role as a stable, dividend-paying financial institution. When markets experienced turbulence in 2008 and again in 2019, Matco took advantage of depressed valuations to increase exposure while dividend yields remained attractive. This long-term commitment to buying at value and focusing on yield helped support investor income through market cycles.
Gibson Energy was selected for its strong income profile and consistent dividend history. Since the initial purchase in 2017, the company has delivered a robust average dividend yield of 6.6%, aligning perfectly with Matco’s objective of generating reliable, tax-efficient income. Unlike higher turnover strategies, Matco maintained its position in Gibson, showcasing its low-turnover, buy-and-hold discipline.
As a privately held, independent wealth manager, Matco is free from bank-driven products and mandates. We focus on tailored strategies that prioritize your goals, not someone else’s. With over $622M AUM and a 19-year track record, we bring experience, transparency, and true partnership to every client relationship.
"In an industry dominated by large competitors focused on scale and size, Matco remains committed to delivering an exceptional client experience."
Jason Vincent, PFP, TEP
President & COO
Whether you’re retiring soon or just tired of low yields, the Matco High Yield Canadian Equity Strategy offers you a smarter way to generate income and preserve wealth.
