TMA Partners & Associates

Don Tulett

Partner & Portfolio Manager

Meet Don

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.

514-695-0096 (109)

Keith Matthews

Partner & Portfolio Manager

MEET KEITH

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 and high school. He is active volunteer and organizer in his community based junior rugby program.

514-695-0096 (106)

Hugh Campbell

Partner

MEET HUGH

Hugh Campbell is a Partner at Tulett, Matthews & Associates and is responsible for legal, accounting and other administrative functions of the firm. Hugh is a Chartered Accountant and is also responsible for overseeing the tax preparation services offered to the clients of the firm. He graduated from McGill University with a BSC in Neurobiology & Physiology and later completed a diploma in Accounting at McGill before completing his CA.

Prior to joining Tulett Financial, Hugh worked for ten years at Price Waterhouse Coopers completing his career as manager in the small and medium business group. Married and the father of three daughters attending college and university, Hugh leads an active life outside work in both community and charitable organizations.

514-695-0096 (103)

Edmond Fhima

Financial Planner

MEET EDMOND
Edmond Fhima is a licensed financial planner at Tulett, Matthews & Associates. He holds his financial planning designation through the Institute quebecois de planification financiere (F.Pl.). In addition, he holds the Registered Financial Planner (R.F.P.) and Certified Financial Planner (CFP) designations. A financial planner for 27 years, most recently 10 years as a sole practitioner with EF Consulting and 17 years prior to that with T.E. Financial Consultants Ltd (a Nationally recognized leader in independent fee-only financial planning) as a Vice-president. Edmond’s primary responsibility has been to provide financial planning and wealth management on a fee-only basis to a large client base consisting of senior executives of multinational companies, small business owners and private individuals.

As a senior financial planner, he currently provides clients with advanced strategies with respect to estate planning, insurance planning, cash flow and debt management, tax planning, investment planning as well as retirement planning. In addition he prepares tax returns for his clients.

Edmond graduated from Concordia University in 1987 with a major in marketing and a minor in small business management. He is married and a father of four children in high school, CEGEP and University. He enjoys watching his children succeed in their chosen fields.

514-695-0096 (110)

Ruben Antoine

Portfolio Manager

MEET RUBEN

Ruben Antoine is a Portfolio Manager at Tulett, Matthews & Associates. Ruben holds a Bachelor of Business Administration from HEC. He is also a Chartered Accountant and a CFA Charterholder. Ruben started his career at a boutique accounting firm where he provided accounting and tax services to business owners. He has also worked for Deloitte in auditing money managers internationally, and then moved to London (UK) to work for an investment firm. Prior to joining Tulett Matthews, Ruben was a Vice President at MaplesFS responsible for investment funds operations.

Ruben made a career change from the institutional financial services sector to wealth management because he felt that working with private investors in helping them achieve their financial goals is more rewarding. He wanted to focus in offering unbiased investment advice and portfolio management services according to an evidence based approach.

In his free time, Ruben enjoys spending time with family and friends, and traveling the world.

514-695-0096 (107)

Julie Desrosiers

Associate Portfolio Manager

MEET JULIE

Julie Desrosiers is an Associate Portfolio Manager at Tulett, Matthews & Associates. Julie holds the CIM designation and is currently working towards obtaining her Portfolio Manager designation. Prior to joining Tulett Matthews, Julie worked at PWL Capital with Keith Matthews as an integral part of the client servicing team. 

Julie has a Bachelor of Commerce from HEC, and has over ten years’ experience in the financial services industry, having worked at RBC Dominion Securities, National Bank Financial and Jarislowsky Fraser.

Her favorite pastime is traveling to different countries and experiencing and seeing diverse and different cultures.

514-695-0096 (105)

Marcelo Taboada

Associate

MEET MARCELO

Marcelo is an Associate at Tulett, Matthews & Associates. Marcelo holds a Bachelor of Arts, Specialization in Economics and a major in Political Science from Concordia University. After finishing his studies, he decided that he wanted to work in a field that allowed him to help people and cultivate his intellectual curiosity. Wealth Management provides that opportunity for him.

After working at CIBC and Franklin Templeton Investments he realized that investments are his passion. Marcelo decided to make the move to Private Wealth Management in order to grow professionally in an environment where the client is priority number one.

Marcelo is an avid reader and also enjoys being active outdoors and spending time with friends and family.

514-695-0096 (104)

Cindy Perera

Associate

MEET CINDY

Cindy Perera is an Associate at Tulett, Matthews & Associates Inc. She has been part of Keith’s team since 2006. Her primary responsibility is client administrative support and servicing. She strives to ensure a high level of service and is passionate about what she does.

Cindy graduated from Concordia University in 2006 with a Bachelor of Commerce (BComm) in Accountancy. She is currently working towards obtaining her CIM designation.

In her free time, she enjoys and loves spending quality time with her children and husband.

514-695-0096 (108)

Oxana Timbaliuc

Associate

MEET OXANA

Oxana Timbaliuc is an Associate at Tulett, Matthews & Associates Inc. She makes sure the clients are served at high level and their servicing expectations are met. Prior to joining TMA, Oxana worked at the Bank of Montreal and she has over 5 years of customer servicing in the financial field.

Oxana graduated in 2004 with a Bachelor of Education in Moldova, but decided to start a new career in the financial services industry when she came to Canada.

Oxana is passionate about languages and literature. She speaks 5 languages and her favorite author is Ernest Hemingway. She loves working with kids and organizing educational activities for her son and his friends.

514-695-0096 (108)

Elizabeth Withenshaw

Associate

MEET Elizabeth

Elizabeth Withenshaw is an Associate at Tulett, Matthews & Associates Inc. She works closely with the wealth management team to serve our clients and is dedicated to providing excellent service and building trusting relationships.

She has a Bachelor of Arts degree from Concordia University and has extensive experience in client services including client relationship management and implementation services.

Elizabeth is an avid gardener who also enjoys reading and spending quality time with her husband and family.

514-695-0096 (108)

Tulett, Matthews & Associates

3535 St-Charles Blvd., suite 703
Kirkland, Quebec H9H 5B9
Tel.: 514-695-0096
Fax: 514-695-9340
Toll free: 1-866-695-0096
Email

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