Tired of being passed from one advisor to another? Get professional investment management with a dedicated portfolio manager and zero management fees for one full year.
Tired of being passed from one advisor to another? Get professional investment management with a dedicated portfolio manager and zero management fees for one full year.
When you invest with Matco, your first 12 months of management fees are on us. That means more of your money stays invested, compounding from day one—without the drag of fees. Whether you're growing your wealth, planning for retirement, or transitioning from another provider, this is your opportunity.
This calculator is for illustrative purposes only. Actual savings will depend on your current fee structure and investment amount.
This offer is available to new clients who are Canadian residents in select provinces and transfer a minimum of $100,000 CAD from another Canadian financial institution between April 1, 2025, and June 30, 2025. Offer applies to the first 12 months. Other account fees may still apply.
See full Terms and Conditions for details.
Get the stability of a dedicated partnership with proactive support.
"A trusted investment group which approaches each client with a personalized approach. Very knowledgeable and always available to discuss your investment needs and concerns!"
"I have been a client of Matco Financial since their inception and have a high level of confidence in their people and systematic approach to investing. They are experienced, professional and provide a very personalized approach to managing my portfolio."
"I have been a client of Matco since 2019. I value their sincerity and knowledge, their clarity, and the time they will take to answer questions and address concerns. I highly recommend them."
Get started now to claim your free year of investment management fees. A Matco team member will contact you within one business day to schedule your consultation.
1. Our custodian and back office administrator, National Bank Independent Network (NBIN Inc.) is a member of the Canadian Investment Regulatory Organization (CIRO) and covered under the Canadian Investor Protection Fund (CIPF). Each client account is covered up to $1 million. This insurance covers our clients in the event of insolvency. It does not protect investors from market fluctuations on individual securities. For more specific details to this coverage, detailed information can be found at CIPF.ca or by requesting a detailed brochure from one of our offices.