Wealth management
for people who'd prefer
we did it
We're Matco Financial, an independent Calgary wealth manager since 2006. We run portfolios for people who are busy building their careers or businesses, and would prefer to spend their time on what's next.
Receive The Matco Note—our monthly market thinking. Unsubscribe anytime.
Forty years ago, professional money management didn't exist for individuals.
You called a broker. He needed your permission for every trade. Mutual funds and discretionary management changed that. A lot of firms in the industry still operate on the old model. They measure their value by how often they talk to you, how many products they sell you, how engaged you feel with the work.
We measure value differently. By how rarely we need to interrupt you. By how the portfolio holds up across decades, not quarters. By what your wealth lets you actually do with your time.
The work itself takes more than picking the right stocks or funds. It takes diversification across countries, manager discipline, low fees, and the willingness to stay the course when markets get uncomfortable. If you can do all four on your own, go for it.
Most of our clients don't want to. Not because they can't. Because they have better things to do.
Same client. Different chapter.
One firm.
We do two things well. We accumulate wealth for working people in low-cost, globally diversified portfolios. When those people retire, we shift to income strategies built for the same horizon, the same risk discipline, the same hands-off relationship.
The accumulator and the retiree are usually the same person, ten or fifteen years apart. We're built for both ends of that journey.
The right kind of client.
If that's you, we're not the right firm—and we'd rather tell you now than waste your time. There are firms in Calgary that do that work well. We can recommend a few.
“The math on a wealth manager isn't complicated. Pick someone whose interests are aligned with yours. Pick someone who's been doing this long enough to have seen markets misbehave. Pick someone who won't waste your time. That's what we try to be. We've been at it for 20 years. We manage $800M+ for 600+ households. We're small enough to know your name, and large enough to have the team and the tools to do the job properly.”
If this sounds like the right kind of firm...
Get on our list. The Matco Note arrives once a month—our team's thinking in plain language.
Receive The Matco Note—our monthly market thinking. Unsubscribe anytime.
Spruce Meadows is a Calgary institution. So are we.
The 2026 Matco Financial Cup is part of the National Tournament—the tournament that recognizes Calgary's first responders, alongside some of the world's best riders. It's a fitting place for our name. Calgary has been good to the families we serve. We're glad to be part of an event that gives back to it. June 12, 2026. All Canada Ring. We'll see you there.