MATCO FINANCIAL INC.

Matco Financial is a discretionary investment counsellor & asset management firm serving the needs of individual investors, planners, advisors, trusts, corporations, and not-for-profit organizations. They offer personalized wealth management with expert guidance, low fees, and tailored investment strategies. Matco Financial's services include mutual funds, investment counselling, family office services, and group RRSPs. They focus on investment in Canadian income & equity income securities and North American energy stocks. The company's mission is to provide investment solutions designed to protect capital, generate income, and achieve long-term growth without exposing clients to unnecessary risk. The investment philosophy is based on a process-driven approach, incorporating both quantitative and qualitative analysis. It was founded in 2006 and has $620M+ in assets under management as of February 28, 2025.