PL
Peter Linder
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Work Experience
N/A
Present
New Car Sales Consultant
Oct 2013 - Oct 2016 · 3 years
deltaone energy funds
Fund Owner And Manager
2002 - 2012 · 10 years
Company Details
11-50 Employees
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.
Year Founded
2006
Social Media
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Industry
Investment Management
HQ Location
350, 440 2 Avenue SW Calgary, Alberta T2P 5E9, CA
Keywords
Low cost Mutual FundsPrivate Wealth ClientsInstitutional Investment Managementand Focus on Risk-Adjusted Returns
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