Welcome to Matchett Financial Services
About Us
About Us
About Us
We have proudly served the Bruce County and surrounding area since 1987. In that time, we've built a reputation for integrity, honesty, and great service. Whether you need a broad financial plan or specific financial solutions that focus on investments, insurance, tax planning, retirement planning or estate preparation, our close-knit team will take care of you at every step of your journey.
Why Us?
About Us
About Us
Your financial goals are our top priority. We also have full access to experienced fund managers at various mutual fund companies who help us build strong, unique investment portfolios. Our passion and our industry connections have helped so many to grow their financial wealth, and our office continues to grow as our clients' children and friends become part of our financial family, too.
"Your financial goals are our top priority."
What Our Clients Say
“Matchett Financial Services has been a cornerstone of our investment planning for over 15 years. The customer service and care are always AAA+++ . In addition to the high quality service provided, the Matchett [staff] continue to evolve and grow to provide us the latest relevant information available. They help us feel confident in our chosen investment path. We recommend them highly to all our friends and family!”
— Mike L., June 2022
“Knowledgeable and kind staff who go above and beyond to make sure you understand your portfolio. Truly the best.”
— Tania D., June 2022
“I have been with Matchett Financial since its inception when I met Rob and Janice... 40 years ago? They and their team are exceptional to work with, giving great advice with a high level of professionalism and respect. All staff have always been there for me when required right up to the present day.”
— Mike B., June 2022
“Been with Matchett Financial since 1992. It's been 30 years of happy investing. Their friendliness and professionalism are first class. Highly recommended.”
— Hank V., June 2022
Looking for more feedback?
Read our Google reviews.
FAQ
Please contact us if you cannot find an answer to your question.
A solid financial plan will help you prepare for things like your child's education, your retirement, or unexpected life changes.
First, we make sure your goals and objectives are clear. With this information, we can build a personalized investment portfolio, do ongoing retirement and tax planning, and explore possible insurance needs.
At least once a year, or before any major life transition.
Absolutely. We can accommodate in-person, phone, or virtual appointments.
Most people don't plan to fail, they fail to plan.
- John J. Beckley
Matchett Financial Services
886 Queen Street, Kincardine, ON N2Z 2Y2
Phone: 519-396-7526 (PLAN) Fax: 519-396-9097 Email: clientservice@matchettfinancial.ca
Hours*:
M - F: 8:30 AM - 5 PM
Evenings & Saturdays by appointment
*We close at 4 PM on Fridays from July 1st to Labour Day.
2024 Holidays
Jan 1 - New Year's Day - CLOSED
Feb 16 - 8:30 AM - 4 PM
Feb 19 - Family Day - CLOSED
Mar 29 / Apr 1 - Easter - CLOSED
May 20 - Victoria Day - CLOSED
Jul 1 - Canada Day - CLOSED
Aug 5 - Civic Holiday - CLOSED
Sep 2 - Labour Day - CLOSED
Oct 14 - Thanksgiving - CLOSED
Dec 25 / 26 - Christmas / Boxing Day - CLOSED
Dec 31 - New Year's Eve - 8:30 AM - 12 PM
Website last updated: October 22nd, 2024
Visit Investia Financial Services Inc.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Copyright © 2024 Matchett Financial Services - All Rights Reserved.
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