Tulett, Matthews & Associates Inc. - Investment Counsel
 



Tulett, Matthews & Associates Inc. - Investment Counsel






 



Tulett, Matthews & Associates’ 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 sources. They are actively involved in investor education and have contributed and shared their industry experience on a regular basis at investment management conferences across Canada, the U.S. and Europe.

Published Articles

Le Nouvel Investisseur, 12-article series on investing, Santé Inc. 2004, 2005
How Many ETFs are Currently Available? Morningstar Canada, 2002
Where Can I Buy an ETF?, Morningstar Canada, 2002
ETF Investing Not Just For the Little Guy, National Post, 2000
Style, Subindex Choices About to Multiply, National Post, 2000
Don’t Let Managers Raise Your Tax Bill, National Post, 2000
How to Estimate Your Retirement Cash Needs, National Post, 1999
Defined Portfolio Trusts and Fund Alternative, National Post, 1999
Checklist to Help You Pick a Financial Advisor, National Post, 1999
Learning to be the Millionaire Next Door, National Post 1999
Lack of Commission Promotes Objectivity, National Post, 1999
The Biggest Purchase Decision You’ll Make, The Montreal Gazette, 1998


Interviews & Content Provider

Academic Investing, by Christian Benoit-Lapointe, Objectif Conseiller, 2004
Using ETFs and index funds in your Portfolio, by Patricia Lovett-Reid, Money Talk ROBTV, 2004
Different Strokes, by Don Macdonald, Investment Executive, 2003
Costs Matter, by Peter Hadekel, IE Money, 2003
Growing Popularity of Exchange Traded Funds May Hike Costs, by Jonathan Chevreau, National Post, 2002
Report on RRSP Practice What They Preach, by Laura Ramsay, The Globe and Mail, 2001
A New Model, by Marsha Zapson, Sophisticated Investor Strategies, 2001
A Powerful Investment Tool, by Claire Tremblay, The Ottawa Citizen, 2002


Speaking engagements at investment management conferences

Speaker - IMN Conference: 3rd Annual Canada Cup of Investment Management, Toronto, 2004
Speaker - Morningstar Canada Investment Conference Toronto, Canada, 2004
Chairman - IMN Conference: 8th Annual Super Bowl of Indexation, Phoenix, 2004
Moderator - IMN Conference: 2nd Annual Canada Cup on Indexing and Related Products Montreal, 2003
Speaker - Montreal Society of Financial Analysts , Montreal, 2002
Moderator - IMN Conference: Canada Cup on Indexing and Related products, Montreal, 2002
IMN Conference: European Conference on Exchange Traded Funds, Amsterdam, 2002
Co-Chairman - Exchange Traded Funds Investment Strategy Symposia, Boston, 2001
Speaker - IMN Conference: 2nd Annual World Series on Exchange Traded Funds, St. Petersbourg, 2002
Speaker - Opal Conference: Indexing & ETF Summit, Denver, U.S., 2001
Speaker - Ottawa Society of Financial Analysts, Ottawa, 2001
Speaker - Canadian Association of Financial Planners, Montreal, Canada, 2001
Speaker - World Series on Exchange Traded Funds, West Palm Beach, U.S., 2001
 






Published Book
A national bestseller entitled: The Empowered Investor: A Guide to Building Better Portfolios by Keith Matthews and published by Book Coach Press, January 2008.


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media reviews



Workshop Series
Keith Matthews is a keynote speaker for LifeSpeak Inc., an organization that conducts educational workshops for employees of Canadian companies.

 

 







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