About Tulett, Matthews & Associates
Investment and retirement strategies for today, tomorrow, and the future.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Kirkland, Quebec
- Founded
- 1995
- Company type
- Privately Held
INTEGRATED WEALTH MANAGEMENT
Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle
Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals.
Our unique consultative approach helps ensure that we only work with clients with whom we can add real value in their pursuit of a successful investment experience.
WHAT MAKES US UNIQUE
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.
Specialties
- Tax Preparation Services
- Advanced Tax Planning
- Insurance and Risk Management Strategies
- Wealth Management
- Retirement Planning
- Portfolio Management
- Financial Advice
- and Investment Advice
Company locations
3535 St. Charles Blvd. suite 703, Kirkland, Quebec H9H 5B9, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 1,169
- People linked to this company
- 18
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
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