Be Financially Secure Forever

Investment and retirement strategies for today, tomorrow, and the future.

Be Financially Secure Forever

Investment and retirement strategies for today, tomorrow, and the future.

Be Financially Secure Forever

Investment and retirement strategies for today, tomorrow, and the future.

Build and Protect Your Wealth

Bring Clarity to Your Finances

Stop Worrying About The Future

Does it feel like there are too many choices and voices telling you where to invest?

You’ve worked hard to get where you are today, but you may still feel unsure if you are taking the right steps with your investments and retirement. You shouldn’t feel in the dark about your financial future.

Create a secure and prosperous financial future.

Who We Serve

Professionals

Your successful career is in full swing.

Executives

You have little time to manage the details.

Entrepreneurs

You are building a business for the future.

Retirees

You are ready for life’s next challenge.

For over 25 years, we’ve been helping hardworking Canadians build and unify their investment and retirement strategies. Tulett, Matthews & Associates is dedicated to giving you clarity around your future. We provide straight forward, easy to understand investment advice so you can be financially secure forever.

Your path to financial clarity

Call Us

Call today to schedule
a discovery meeting.

Tell Us

Together, we learn your goals, dreams, and desires.

Execute & Succeed

We design a custom planning and investment strategy so you can be financially secure forever.

Our Promise to You:

You’ll be happy working with us. More than 95% of clients stay with us for life.

We care about you. You’ll never be treated like a number.

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You will receive a tailor-made plan based on your goals and dreams.

We unify your planning and investing, so you can see your future more clearly than ever before.

Need help bringing your strategy and planning together?

The Empowered Investor Guide was written for people like you. Get the guide to better understand the steps you can take now to be financially secure forever.

The Empowered Investor Book

As an advisor who has studied and implemented the principles of successful investing with clients, I have witnessed the powerful and meaningful difference they can make in people’s lives. My hope is that this book will inspire you to build a better investment experience for you and your family.

Request your complimentary copy

I love our meetings. The counsel I receive is straightforward and easy to understand. I come away feeling very financially secure. For this, I thank you!

Juliana A.

Tulett, Matthews & Associates have consistently followed a transparent, client-centered philosophy and an approach based on index investing. We trust them because we know that they will always have our best interests at heart.

Keith Wilcox & Judy Macarthur

Tulett, Matthews & Associates have helped us surpass our financial goals through an intelligent, unbiased and transparent approach that has always put our best interests first.

Dr. Earl & Mavis Morgan

Step into the light and discover a clear path for your financial affairs.

You need a solid investment strategy that will build and protect wealth for the future. That’s why we help you cut through the noise and execute a plan you can believe in.

Tulett, Matthews & Associates will serve as your tireless financial advocate. We will unify your investment and retirement strategy, empowering you to win both today and tomorrow.