Jason Vincent, President and COO
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It's no secret: lower fees put more money in your pocket. And good advice can result in better long-term success at saving.1 Now, imagine a year of professional management with no fees. Our offer can financial goals. Matco Financial is the easiest way to invest in tomorrow—with a real human connection.
Invest at Matco
With Matco Financial, you'll work with professional portfolio managers. They understand your unique financial goals. Enjoy the ease of digital investing with personal help when you need it most.
Achieve big goals
We'll show you how to make smart financial decisions. By coaching you on goals like buying your first home, planning a big trip, or building your investment portfolio. And we'll help you see different scenarios as your life changes so you can stay on track.
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.
With Matco Financial, you’ll benefit from the value of having a portfolio manager. Get a partner who gives you advice in critical moments. They can handle complex situations that require judgment and integrated planning across tax, estate, and retirement needs.
With Matco Financial, you’ll benefit from the value of having a portfolio manager. Get a partner who gives you advice in critical moments. They can handle complex situations that require judgment and integrated planning across tax, estate, and retirement needs.
We help you stay calm when markets aren't. Our portfolio managers make strategic decisions based on research, not reactions.
We handle everything in the background. Our team works for you around the clock. They will rebalance your portfolio, monitor risk, and optimize your tax situation.
We’re here for when you need us. You can reach us by phone, email, virtual, or in person meetings.
Schedule a free consultation to learn how we will help you create a plan that fits your life goals.