Every client is unique, and at Matco we believe your investment and financial strategies should reflect that. We provide tailored services to individuals, families, organizations and institutions.
As you move through life, your financial picture grows more complex. Whether you’re growing your assets, preparing for retirement, or planning a legacy, we provide tailored guidance supported by a team of specialists in investment, tax and estate planning, working in tandem to ensure your investments are aligned with your goals, so you can move forward with confidence.
Matco's Family Office provides comprehensive support to simplify and grow your family’s wealth. From planning for generational goals and crafting tailored investment strategies to guiding philanthropy and advising on business matters, we help you align every part of your financial world with your priorities, so your family’s success can last for generations.
.jpg)
Matco's disciplined approach to investing provides foundations, endowments, trusts and corporations with the confidence of a concrete, consistent and repeatable process. Our institutional team specializes in Canadian investment solutions incorporating a quantitative approach with a fundamental qualitative overlay. You benefit from Matco's insitutional money management expertise while receiving private client servicing.
Matco supports non-profits with investment solutions designed to sustain missions and extend impact. By balancing growth, stability, and responsible stewardship, we help your organization manage its resources with confidence, so you can focus on creating lasting change in the communities you serve.
Have questions or want to explore working with Matco? Share a few details below, and a member of our team will connect with you soon to start the conversation.
Jason Vincent, President and COO
Go ahead and close this page. We look forward to talking with you.