Matco Financial simplifies the investment world for clients, preserving and growing their capital.
We serve a range of clients from individuals, families, foundations to trusts and not for profit organizations – understanding their needs and providing them with exceptional investment solutions.
Our boutique investment firm has five service offerings:
• Mutual Funds
• Investment Counselling
• Family Office Services
• Group RRSPs
Our team strongly believes in being aligned with clients through personal investments in the funds we manage and through firm ownership. We communicate clearly and concisely and provide timely insights regarding the investment world. Our professionals have designations such as Chartered Financial Analyst, Chartered Financial Planner, Trust and Estate Planner, Chartered Investment Manager and Masters of Business Administration.
We have been in business since 2006 and today steward investments for over 450 individuals, families, and institutions.
We are proud of our 98% client retention rate and are honoured that over 90% of our new clients come from referrals from existing clients who have trusted us for years with their nest egg.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 350, 440 2 Avenue Sw, Calgary,alberta T2p 5e9,canada
- Phone
- +1 403-539-5740
- in****@****cial.ca
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- matcofinancialinc.com
- Keywords
- Low cost Mutual Funds, Private Wealth Clients, Institutional Investment Management, Focus on Risk-Adjusted Returns.
- HQ
- Calgary, Alberta
Matco Financial Inc. Questions
Matco Financial Inc.'s helpline number is +1 403-539-5740
Matco Financial Inc.'s website is matcofinancialinc.com
Matco Financial Inc.'s LinkedIn profile is https://ca.linkedin.com/company/matco-financial-inc.
Matco Financial Inc. has
21 employees.
View email and phone details for 21
employees at Matco Financial Inc..
Matco Financial Inc.'s industry is
Investment Management
Matco Financial Inc.'s top competitors are
Peterson Capital,
Werklund Family Office,
Greystone Managed Investments Inc.,
Qv Investors Inc.,
Richmond Equity Management Ltd.,
Acumen Capital Partners,
Mawer Investment Management,
Palisade Capital Management Ltd.,
Triwest Capital Partners,
Cpmt.
Matco Financial Inc.'s support email address is info@matcofinancial.ca
Matco Financial Inc.'s categories are Investment Management
Matco Financial Inc.'s founding year is 2006
