Matco Financial

Matco Financial Matco Financial is an independent, privately held discretionary investment management firm.

🫧⛳ Still smiling thinking about our "H***h & Heckle" hole from July's Wilson Family Shindig!As we start planning for nex...
09/12/2025

🫧⛳ Still smiling thinking about our "H***h & Heckle" hole from July's Wilson Family Shindig!

As we start planning for next year's community events, we can't stop looking back at these incredible moments. The bubbles, water balloons, and friendly heckling made for such an unforgettable day!

Who's ready to do it all again in 2026? 👋

Many retirees rely heavily on GICs for their safety and reliability.But there's something to consider: the impact of inf...
09/06/2025

Many retirees rely heavily on GICs for their safety and reliability.

But there's something to consider: the impact of inflation over time.

Historical data shows that between 2020-2025, inflation averaged 3.8% while GIC rates averaged around 3.4%.

This gap can affect your purchasing power.

For example, our illustration shows how a hypothetical $1M GIC portfolio would have performed against inflation over the last 5 years.

The key takeaway? Diversification may be important for long-term financial health.
Interested in exploring retirement income strategies?

Message us "INCOME" to learn more about how we help clients create customized financial plans.

📈 When market gains meet earnings growth = healthy marketsThis chart shows why 2025's market appreciation represents a "...
09/04/2025

📈 When market gains meet earnings growth = healthy markets

This chart shows why 2025's market appreciation represents a "healthy market" - valuations are moving sideways while earnings expand. That's exactly what you want to see.

Notice how price-to-earnings ratios are compressing across regions as companies deliver on their growth promises. This isn't speculation driving prices higher; it's fundamental performance.

Want the full breakdown of what Q2 earnings revealed about market sustainability?

Read the World of Opportunity newsletter - https://www.linkedin.com/pulse/green-light-growth-how-q2-2025-earnings-exceeded-james-cook-cfa-ipqec/?trackingId=5%2FdIDkd%2FQICTRxYHhGwupw%3D%3D

Celebrating our incredible summer interns, Joel and Sam! This summer, these two brought fresh energy and exceptional tal...
08/29/2025

Celebrating our incredible summer interns, Joel and Sam!

This summer, these two brought fresh energy and exceptional talent to Matco Financial. Joel excelled with our portfolio management team, and Sam made his mark on our wealth team.

What impressed us most? Their ability to quickly grasp complex concepts, contribute to real projects, and bring valuable fresh perspectives to our teams.

Joel and Sam - thank you for your dedication and the insights you brought to Matco Financial. Good luck this year at Mount Royal University!

The new estimated US tariff rates globally are hitting 14.5% – which would be the highest since 1941. Corporate earnings...
08/22/2025

The new estimated US tariff rates globally are hitting 14.5% – which would be the highest since 1941. Corporate earnings are falling, hiring is slowing, and retailers like Walmart are already seeing reduced demand. While markets hope for Fed rate cuts, we think stagflation (rising prices + slower growth) is coming in 2026. ⁠

For Canadian investors? Time to avoid U.S. discretionary spending and focus on defence, infrastructure, and power sectors instead.⁠

Read the full analysis on our website: https://www.matcofinancialinc.com/education/insights/the-tariff-king

Money is the leading source of stress for 42% of Canadians in 2025. Stress comes from uncertainty, but confidence grows ...
08/19/2025

Money is the leading source of stress for 42% of Canadians in 2025. Stress comes from uncertainty, but confidence grows with clarity. At Matco Financial, our mission is to simplify your finances so you can focus on what really matters.

What’s at the top of your financial stress list - saving, investing, or planning for the future?

Huge thanks to all our amazing clients who joined our gin-making event with Burwood Distillery!What a perfect evening of...
06/10/2025

Huge thanks to all our amazing clients who joined our gin-making event with Burwood Distillery!

What a perfect evening of great conversations, creative cocktail crafting, and meaningful connections. From mixing custom blends to sharing stories over drinks, every moment was special.

You're not just clients – you're the heart of our community. Thank you for making this night unforgettable and for trusting us with your business.

Here's to many more memorable moments together! 🥂

05/06/2025

The legendary Warren Buffett received a well-deserved standing ovation at this weekend's Berkshire Hathaway AGM in Omaha, where he confirmed his 2026 departure as CEO. Fellow Albertan Greg Abel is set to take the helm!

With Berkshire sitting on substantial cash reserves and concerns about the U.S. deficit and trade policies looming, Buffett's message remained clear: patience is key when opportunities are scarce. Despite Charlie Munger's notable absence, his influence on clear thinking and avoiding emotional decision-making resonated throughout.

What resonated with us the most was Buffett's enduring humility and emphasis on understanding businesses deeply rather than chasing trends. After six decades of stewardship, his approach to investing continues to shape how we approach asset management at Matco.

What were your key takeaways from this year's meeting?

05/05/2025

Are you certain your family gets along great? Don't leave your executor to clean up that beehive.

Address

350, 440 2 Avenue SW
Calgary, AB
T2P5E9

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14035395740

Website

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