In one free session, we’ll help you stop treading water. You’ll start building the life and retirement you want.
No pressure. No confusing terms. Just a personal chat that has helped many busy parents find financial clarity.
Book your call in under 60 seconds • Limited spots available this week
You've got a good income.
You're raising a family.
You're putting away what you can.
Mortgage payments never seem to end.
Childcare costs are as high as your mortgage.
Groceries keep getting pricier, and you might also be supporting aging parents.
All this makes your financial future feel uncertain.
You find yourself asking:
"Are we saving enough?"
With all the competing priorities, it's hard to know if your retirement contributions are on track.
"What opportunities are we missing?"
You think there are tax strategies and investment methods that could help you a lot—if you just knew what they were.
"Is this all going to catch up with us?"
You worry that without a clear plan, you could wake up at 55 and find you've missed your chance to build wealth.
Matco's Financial Roadmap is a clear process for working professionals with growing families. We don’t give generic financial advice. Instead, we make strategies just for your family.
Here's how it works:
1. Discover
We review your finances—income, expenses, investments, and debts—to see where you stand.
2. Prioritize
We help you find financial goals that fit your family’s needs and values.
3. Evaluate
We look at strategies for investments, taxes, and cash flow.
4. Plan
You receive a custom roadmap with tips that match your family’s lifestyle and goals.
With the Financial Roadmap process, you can:
What sets us apart:
$600M+ Assets Under Management
Serving Canadian families for over 18 years
Independent, with no bank agenda or product quotas
Always act in your best interest. That's our fiduciary responsibility.
Experience with working parents in their 30s and 40s.
What our clients say:
"A trusted investment group which approaches each client with a personalized approach. Very knowledgeable and always available to discuss your investment needs and concerns!"
Shannon M.
Client since 2016
"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."
Michael S.
Client since 2007
"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."
Cathy M.
Client since 2019
In a 45-minute session, our team will:
Review your current financial situation. We’ll help you see where you stand today.
Identify areas for improvement. We’ll discuss ways to enhance your financial strategy.
Clarify your financial priorities. We’ll explore what matters most for your family.
Preview planning options. We’ll discuss strategies that fit your lifestyle and goals.
Suggest next steps. We’ll offer practical ideas to help improve your financial picture.
This session is a great chance to gain a new perspective. Talk to professionals who specialize in helping families build their financial futures.
Limited sessions available each week.
The choices you make in your peak earning years will set your family's financial path for years.
Each month without a solid plan is a chance lost to grow your family's wealth.
This is your moment. It's time to see your financial path clearly.
Let's make the most of it—together.
Limited to 5 new families per week • No obligation • 100% confidential