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Jason Vincent, PFP, TEP
President, Chief Operating Officer
Managing wealth is 90% execution, we're here to help you stay on track

About

Jason’s goal is to use all available resources to solve and prevent complex family problems. If it is important to a client, it matters to Jason, as he has 25 years of experience in estate and succession planning, taxes, wills, business divestitures, personal corporations, charitable trusts and endowments. Jason also provides family coaching regarding the transition of assets and operating businesses.

Jason co-founded Matco Financial in 2006. He started his career in 1993 at Royal Trust as an investment counsellor providing wealth management advice to a wide range of private clients. In 2000, Jason joined the Fiduciary Trust Company of Canada as Executive Vice President, where he worked with private clients, trusts and non-profit organizations.

Outside the office, Jason has a strong interest in classic automobiles and enjoys hiking, boating, and numerous community initiatives.

Education

Jason graduated from the University of Calgary with a Bachelor of Commerce degree. Jason also holds the designations of Personal Financial Planner (PFP) and Trust & Estate Practitioner (TEP).

Connect with Jason Vincent today and take the next step towards achieving your financial goals.