Integrated Wealth Management

Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle

PORTFOLIO MANAGEMENT

FINANCIAL PLANNING

TAX SERVICES

What Makes Us Different

Independent & Conflict-Free Advice

Our advice comes without any concern for commissions, in-house built investment products, or commercial affiliation with product manufacturers.

Integrated Wealth Management

Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward.

Evidence-Based Investment Philosophy

We choose an evidence-based approach to money management, which frees our clients and associates from the stress of “active money management.

Personalized Service

Experience the satisfaction and comfort that comes from working with a boutique firm that provides caring and professional service from day one.

Our Services

Portfolio Management

Tulett, Matthews & Associates specializes in discretionary portfolio management services designed for Canadian investors who are serious about achieving their long-term goals.

Financial Planning

We help our clients find solutions to all their financial planning, estate planning, insurance, and advanced tax planning needs. We coordinate with leading industry experts to ensure clients find services tailored to them.

Tax Services

We offer our clients tax preparation services. All tax returns are diligently processed in house by our accountants and filed electronically.

The Empowered Investor

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.

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.

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