Who We Serve
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. Our clients share a common set of characteristics and beliefs, including:
- Having busy lifestyles and serious financial goals
- Wanting results through a disciplined and responsible portfolio management service
- Appreciating a trusted advisory firm that makes things clear and easy-to-understand
Our current client base consists of three main groups
ProfessionalsAccountants, dentists, doctors, engineers, sales professionals, business managers, investment professionals etc.
RetireesIndividuals preparing for retirement and those already retired.
EntrepreneursBusiness owners interested in diversifying their wealth and preparing for retirement.
How we work with you
Tulett, Matthews & Associates uses a consultative approach that aligns our ongoing expert advice and recommendations with your unique financial situation and priorities. This approach helps ensure that we only work with clients with whom we can add real value in their pursuit of a successful investment experience. We are passionate about helping our clients succeed in reaching their financial goals.
Asset Class Investing: A Winning Philosophy
- We start with an Investment Policy Statement
- A consistent process to managing investments
- A global approach to investing
- We include value and small cap companies in your portfolio
- We use asset class investments
- We rebalance your portfolio
- We do not time the market
- We do not speculate
Winning Investment Principals
These tested and proven principles are designed to bring you a more transparent and empowering investment experience.
Tulett, Matthews & Associates are recognized Canadian wealth management experts. Their views on asset allocation strategies, portfolio management investment tools and trends in the financial services industry have appeared frequently in a variety of Canadian and International media.
As Featured In:
- The Montreal Gazette
- The Globe and Mail
- The National Post
- Morningstar Canada
- Investment Executive
- IE Money
- The Wall Street Journal
- MoneyTalk on BNN Moneysense
The Empowered Investor – Our Story in Print
We have drawn on our extensive experience in asset class investing to create The Empowered Investor: A Canadian Guide to Building a Better Investment Experience. After using the winning principles of evidence-based investing with our clients, Keith Matthews sought to share this story with a wider audience.
Dispensing with jargon and hype, The Empowered Investor is an easy-to-read finance and portfolio management book that offers a down-to-earth treatment of a complex subject with an accessible style that appeals to novices and experts alike.
Becoming a Client
Learn about our consultative approach and how we can serve you