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Matco Financial

Matco Financial Email Formats

Investment ManagementFlag of CACalgary, Alberta, Canada21-50 Employees

Matco Financial Email Formats

Matco Financial uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@matcofinancial.ca), used 60% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@matcofinancial.ca
60%
{first name}{last name}
johndoe@matcofinancial.ca
40%

Key Contact at Matco Financial

Flag of CA

Jason Vincent

President & COO

Company overview

Headquarters350, 440 2 Avenue SW, Calgary, Alberta T2P 5E9, CA
Phone number+14035395740
Websites
NAICS5231
SIC621
Keywords
Institutional Investment Management, Focus On Risk-Adjusted Returns, Low Cost Mutual Funds, Private Wealth Clients
Founded2006
Employees21-50
Socials

About Matco Financial

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Matco Financial has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Matco Financial has never raised funding before.

Matco Financial Tech Stack

Discover the technologies and tools that power Matco Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

ShareThis

ShareThis

Widgets

Microsoft Clarity

Microsoft Clarity

Analytics

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Facebook Pixel

Facebook Pixel

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Webflow

Webflow

Page builders

Frequently asked questions

Matco Financial is located in Calgary, Alberta, CA.
You can reach Matco Financial at +14035395740.
Matco Financial was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.
Matco Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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