Have I mentioned how much I love receiving Anil's "Matco Market Insights?" It's a very thoughtful 1-page email that breaks down investment and financial information in really simple terms. As Anil puts it,
I'm kind of a bottom-line guy. I know that people's time is very valuable. I try to take the most sophisticated ideas and boil them down to something simple, that [both] the unsophisticated investor and the sophisticated investor can understand easily.
You can see an example here: Matco Market Insights: A LIGHT AT THE END OF THE TUNNEL.
In this episode, we talk about a few new initiatives that Matco Financial has figured out to get more exposure and deliver value to their customers.
As Vice President & Portfolio Manager, Mr. Tahiliani draws on over 25 years of experience in the investment management industry, serving Private, Institutional, Trusts and Not-for-Profit clients. Prior to joining Matco, Mr. Tahiliani was Director of Research and Portfolio Manager for sixteen years at Mc Lean & Partners Wealth Management. Earlier in Mr. Tahiliani’s career, he worked at Bissett and Associates Investment Management as a portfolio manager, as well as with the Alberta Treasury Department.
As an entrepreneur, Mr. Tahiliani co-founded three internet start-up companies in the United States and served as their Chief Financial Officer. Mr. Tahiliani holds the Chartered Financial Analyst designation (CFA), the Chartered Investment Manager designation (CIM), a Master of Business Administration (MBA) from the University of Windsor and a Bachelor of Management from the University of Lethbridge. Mr. Tahiliani has also been involved in a number of not-for-profit organizations and currently serves on the Board and as the Past President of the Cancervive Foundation of Alberta. Mr. Tahiliani was a recipient of Calgary’s Top 40 Under 40 in 2003 by Avenue Magazine.
Founder and CEO of the innovative digital marketing software company, Spartan Spark, Dafne Canales Lees has earned her reputation as the Data-Driven Digital Storyteller. Her 7-Second Trust Formula uses behavioural marketing strategies to create client trust via digital marketing platforms for a more personalized user experience that translates into additional sign-ups, sales and increased profits.
A member of the Neuromarketing Business and Science Association and the Society for the Advancement of Behavioural Economics, Dafne travels monthly to California to attend meetings with her advisory board. A sought-after speaker and facilitator, this creative innovator never stops giving of her time and talent, even teaching corporate in-house marketing teams the latest digital marketing strategies.
“After being frustrated with other service providers. Spartan Spark got our website up and linked to a payment system over just a weekend.” -Patricia Marin - Calgary Family Services