Matco Financial Inc.
Overview
Matco Financial Inc. is an independent investment management firm based in Calgary, Alberta, Canada. The firm specializes in providing personalized investment solutions, financial planning, and asset management services to individuals, families, and institutions. Their offerings include mutual funds, investment counseling, family office services, and group RRSPs. Matco Financial emphasizes a client-centric approach, aligning their interests with those of their clients by investing alongside them and maintaining firm ownership. This alignment fosters a strong commitment to client success and ensures that the firm's strategies are tailored to meet the unique needs of each client. The firm's investment strategy is characterized by a disciplined and repeatable process, focusing on risk-adjusted returns across a diversified portfolio. Matco Financial's team comprises professionals with various designations, including Chartered Financial Analyst, Chartered Financial Planner, Trust and Estate Planner, Chartered Investment Manager, and Masters of Business Administration. This diverse expertise enables the firm to offer comprehensive financial guidance and investment management services. Since its inception in 2006, Matco Financial has built a strong track record, managing assets for over 450 individuals, families, and institutions. The firm boasts a 98% client retention rate, with more than 90% of new clients referred by existing clients. This high level of client satisfaction reflects the firm's dedication to delivering exceptional service and effective investment solutions.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Matco Financial Inc.
What sectors does Matco Financial Inc. invest in?
Matco Financial Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Calgary, Canada. Matco Financial Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Matco Financial Inc. invest at?
Matco Financial Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Matco Financial Inc. invest in?
Matco Financial Inc. invests across Canada.
Who are the partners at Matco Financial Inc.?
Team members listed for Matco Financial Inc. include Trevor Galon (Chief Investment Officer) and Jason Vincent (President & COO).
What companies has Matco Financial Inc. invested in?
Matco Financial Inc.'s portfolio includes Shopify, Canadian National Railway, Imperial Oil, Royal Bank of Canada, Toronto-Dominion Bank, Suncor Energy, Magna International and Brookfield Asset Management.
How do I contact Matco Financial Inc.?
Matco Financial Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database