by Tia Bohinc | Oct 1, 2019 | Investment, Investment Philosophy, WealthPlanning
The recent settlement between two US-based units of Bank of Montreal and the Securities and Exchange Commission is another reminder that Canada’s big banks still have a long way to go to eliminating their conflicts of interest when serving investors.
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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 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. 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.
Keith is married and a busy father of three children in college. He is active volunteer and organizer in his community based junior rugby program.
