Passionate about putting our clients first

Bill Dickie and Jason Vincent had spent decades inside an industry that was increasingly focused on scale, and wanted to build a more personal model

They saw firms chasing scale, adding layers of bureaucracy, offering products that did not always feel connected to a client's broader plan, and reducing the relationship between the client and the person managing their money to a quarterly statement and an annual phone call. As firms grew, Bill and Jason believed some clients wanted a more direct relationship with decision-makers.

So they started Matco with a different premise: build a firm grounded in trust, transparency, and genuine personal care. Not a boutique for the sake of being small, but a firm where staying close to the client is the business model, not a compromise.

By 2007, they were managing portfolios for just six families—each treated with the same care and discipline that would define the firm. That client-first philosophy quickly became the heart of the firm. It attracted families, trusts, foundations, and professionals who valued the personal approach and the experience it created.

As at April 30, 2026, Matco manages $800M+ for 600+ households across Canada. The firm has grown, but the core relationship model remains the same: the people running your portfolio are the same ones you call, meet with, and trust with your family's financial future.

"In an industry dominated by large competitors focused on scale and size, Matco remains committed to delivering a highly personal client experience."

20 years of steady growth

The principles that haven't changed since day one