Tulett, Matthews & Associates Inc. - Investment Counsel
Donald Tulett don@tma-invest.com
Donald Tulett is a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates. He co-founded Tulett Financial Services with Hugh Campbell in 1994. Prior to starting the company, Don worked at Bush Associates Ltd., a Montreal-based Investment Counsel firm. He graduated from Concordia University’s with a Bachelor of Commerce in 1989 majoring in accounting.
Don is committed to building a strong relationship of trust with his clients. His expertise and education in investment management combine with his passion to provide his clients with unbiased, value-added personal wealth management.
Keith Matthews keith@tma-invest.com
Keith Matthews is a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates. He has worked in the financial services industry since 1987, and holds an MBA from The University of Western Ontario. Prior to joining the team at Tulett Financial Services, Keith was a senior institutional bond trader with Casgrain & Company from 1992 to 1996 and most recently was a partner and financial advisor at PWL Capital Inc. for the past nine years.
Keith left the institutional investment management industry in 1997 to work directly with private investors because he wanted to make a difference. He felt that he could have a positive impact on helping individuals create a successful investment experience.
Hugh Campbell hugh@tma-invest.com
Hugh Campbell is a Partner at Tulett, Matthews & Associates and is responsible for legal, accounting and other administrative functions of the firm. Hugh is a Chartered Accountant and is also responsible for overseeing the tax preparation services offered to the clients of the firm. He graduated from McGill University with a BSC in Neurobiology & Physiology and later completed a diploma in Accounting at McGill before completing his CA.
Prior to joining Tulett Financial, Hugh worked for ten years at Price Waterhouse Coopers completing his career as manager in the small and medium business group. Married and the father of three daughters attending college and university, Hugh leads an active life outside work in both community and charitable organizations.
Alfonso Randisi alfie@tma-invest.com
Alfonso Randisi is an Associate and licensed Portfolio Manager at Tulett, Matthews & Associates. Prior to joining Tulett Financial in 2002, Alfonso worked at T.A.L. Investment Counsel Ltd. for fourteen years in an accounting, administration and portfolio management support capacity for the Institutional and Private Management pooled funds department. He holds a Bachelor of Business Administration (Major in Finance) from Concordia University, and is fluent in three languages (English, French and Italian).
Julie Desrosiers julie@tma-invest.com
Julie Desrosiers is an Associate at Tulett, Matthews & Associates. She is currently enrolled as a candidate in the CFA program and is working towards obtaining her Portfolio Manager designation. Prior to joining Tulett Financial, Julie worked at PWL Capital with Keith Matthews as an integral part of the client servicing team.
Julie has a Bachelor of Commerce from HEC, and has over ten years experience in the financial services industry, having worked at RBC Dominion Securities, National Bank Financial and Jarislowsky Fraser. Julie’s favorite pastime is traveling to different countries and experiencing and seeing diverse and different cultures.
Cindy Perera cindy@tma-invest.com
Cindy Perera is an Associate at Tulett, Matthews & Associates. She graduated from Concordia University in 2006 with a Bachelor of Business Administration (Major in Accounting). Her primary responsibility is client administrative support and client servicing.
