Best Independent Investment Management Firm – Canada

Matco Financial Inc. is an independent, privately-owned investment management firm, founded in 2006 to manage the investments of HNW families, trusts, endowments, Not-for-profit, business owners, and foundations.

Matco Financial was originally founded in 2006 to manage and service seven family offices, and today their investment focus is lower volatility income & equity income producing Canadian securities and North American energy stocks. Their mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth, without exposing their clients to unnecessary or excessive risk. Discretionary Investment Counselling & Asset Management They provide low fee discretionary investment counselling & asset management for their clients. Discretionary investment counselling & asset management is the delegation of daily management of an investment portfolio within the parameters previously established between the investment manager and the client. This frees clients from the need to make day-to-day decisions on such matters as security selection and asset mix. To provide independent investment counselling and discretionary asset management, Matco maintains a high standard and unique education, training, and industry licensing requirement. Many of their investment professionals have either their Chartered Financial Analyst (CFA) designation, or Certified Financial Planner (CFP) designation which demonstrates Matco Financial’s tireless commitment to stewards of client capital.

While the area of expertise the company offer is primarily Asset Management (Canadian equity), to ensure that Matco Financial stands out from the competition for services to their clients, performance, people and price are key factors explains Jason N. Vincent, PFP, TEP President & Chief Operating Officer of Matco Financial Inc. in a short interview. How are you serving the needs of individual investors, planners, advisors, trusts, corporations, and not-forprofit organisations? Through expertise. We are not generalists…. and thus we believe by offering a focused and concentrated investment platform we can better serve the needs of our clients. We also believe through our experience we can stabilise client emotion and take advantage of the highly volatile markets. What role do your staff play in the successes of your firm? Our staff are our assets. We are a service business that delivers world class Asset Management through a defined and repeatable process that is anchored by our People What challenges does your company and / or industry face in 2016 and beyond? Commoditisation of the industry. Perception growing that active managers don’t add value as evidenced by the proliferation of passively managed Index funds. It is our opinion that this is the exact period (markets in a Neutral to Negative stance) where active managers excel. Is there anything else you would like to add? Our business model is designed to deliver world class investment management services at very competitive pricing.

Company: Matco Financial Inc.

Name: Jason N. Vincent,

PFP, TEP President & Chief Operating Officer
Address: 400, 407 – 8 Avenue
S.W. Calgary, Alberta T2P 1E5
Telephone: +1 877 539 5743