Matco Financial Inc.

Matco Financial Inc. company information, Employees & Contact Information

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
Email
in****@****cial.ca
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Calgary, Alberta
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News

Matco Financial Inc. Announces Discontinuation and Mandatory Redemption of Series A Units - Yahoo Finance

Matco Financial Inc. Announces Discontinuation and Mandatory Redemption of Series A Units Yahoo Finance

Matco Financial Reveals its 2022 Investment Outlook - Navigating the Uncharted - PR Newswire Canada

Matco Financial Reveals its 2022 Investment Outlook - Navigating the Uncharted PR Newswire Canada

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