Trevor CFA's Contact Details

Trevor CFA's Company Details

Matco Financial Inc.

Calgary, AB, CA • 20 - 49 Employees
Financial Services

Matco Financial is an independent, privately held discretionary investment management firm. Originally founded in 2006 to manage money and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, trusts, corporations, and not-for-profit organizations.\\Our investment focus is Canadian securities and North American energy stocks. Our mission is to provide well-diversified investment solutions that are designed to protect capital and achieve long-term growth, without exposing our clients to unnecessary risk.\\We provide discretionary investment management to our client. Discretionary 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 discretionary management Matco maintains a high standard, and unique, education, training, and industry licensing requirement.