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Secure your future with a strategy built for specifically you.
Are You on Track for the Retirement You Want?
You’ve worked hard and saved diligently—but are you maximizing your savings, minimizing taxes, and ensuring your wealth lasts? Many people come to us frustrated by high fees, poor service, and advice that feels more like a sales pitch than a real plan.
At Tulett, Matthews & Associates, we do things differently.
Unlike other firms, we provide the following, before you commit as client:
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- A deep dive into your entire financial picture – We load up all your portfolio information, including assets, savings, expenses, and future goals, and run detailed financial projections so you know exactly where you stand.
- Actionable Insights – Learn which levers you can control to improve your financial future and get critical actions to take if you’re off track.
- Independent, Unbiased Advice – No sales, no commissions, no conflicts of interest—just a personalized plan built around you.
Our services are most suited to those with $1 million or more investable assets.
A No-Commitment Way to Cut through Investment Noise
Our complimentary Discovery Call will determine if you qualify and if we’re the right fit. We will then provide you a detailed financial projection—free of charge and with no commitment required—so you can experience our process before deciding to become a client. Only after this process do you decide if you want to work with us.
Stop guessing about your future, take the first step in gaining clarity and confidence in your financial future. Schedule or Call 514.695.1400
Resources to help you achieve your dream retirement
Pre-Retirement Planning
Once you’ve hit your career stride, you can start building on your foundation with some important power plays. Follow our financial planning for your prime earning-power years, ages 50-65.
Your Power Play
Financial Planning for 35 to Pre-Retirees: Maximize your peak earning years with smart financial planning. Learn key strategies for ages 35-60, how to avoid lifestyle creep, and the questions that shape your financial future.
Choosing the Right Financial Advisory Firm
In a world filled with financial advisors all vying for your attention, it can be overwhelming to determine who truly has your best interests at heart.
Choosing an Advisor
Learn the 15 essential questions to ask a financial advisor to assist you in securing comprehensive services, consistent strategies, and unbiased advice for your financial success.
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3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
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