Ongoing discussions regarding capital accumulation and drawdown strategies relative to the sustainability of your portfolio.
1. Discretionary Portfolio Management
Tulett, Matthews & Associates Inc. is an independent firm offering private clients a sophisticated approach to wealth management. We provide discretionary portfolio management services including taxable accounts, RRSPs, RRIFs, TFSAs, RESPs, trust accounts and corporate investment accounts – all tailored to meet specific client objectives.
2. Tax Preparation Services
The sophisticated investor should be using professional tax preparation services. At TMA we offer in-house professional tax services covering personal, corporate and estate trust tax services for all federal and provincial tax jurisdictions. Fees for this service are noted in the Investment policy Statement. Should you already have a trusted tax advisor, we will coordinate our portfolio services with them to ensure continuity for you.
3. Coordinating Your Wealth
We have a network of seasoned registered and licensed wealth management professionals (Registered Financial Planners, Notaries, Lawyers, and specialized tax specialists), that we introduce to our clients should they ever have needs in the following areas: financial planning, estate planning (Wills & Trusts), insurance and risk management strategies, and advanced tax planning requirements. Our role in this process is to make the introduction and follow the process to help ensure that our clients are completely satisfied. All fees associated with the services rendered are paid by the client, directly to the service provider. We do not accept any referral fees or commission for introducing you to the industry expert. This ensures an unbiased recommendation and protects your interests while maintaining the integrity of the referral process.
