Welcome to Matchett Financial Services
About Us
A Proven Approach
A Proven Approach
Since 1987, Matchett Financial Services has proudly served the Bruce County and surrounding area. In that time, we've built a reputation for integrity, honesty, and great service. With our genuine interest in helping our clients to grow their financial wealth, it has been easy to grow right along with them ― as their children and friends become part of our own financial family, too.
A Proven Approach
A Proven Approach
A Proven Approach
Because of our relationships with various mutual fund companies, we have full access to experienced fund managers that help us build strong, unique investment portfolios. This has helped us to help so many reach their financial goals.
Why Us?
A Proven Approach
Why Us?
Our office thrives on a close-knit team approach. Whether it's a broad financial plan or specific financial solutions that focus on investments, insurance, tax planning, retirement or estate preparation, we'll take care of you at every step of your journey.
Your biggest goals are our top priority.
We are ready to work with you on your retirement plan, estate plan, tax plan, investment and insurance needs.
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
Want more client 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.
We prefer to do a review with our clients at least once a year, or before any major life transition.
Absolutely. We can accommodate our clients' needs in person, over the phone, or via video conference.
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-PLAN (7526) Fax: 519-396-9097 Email: clientservice@matchettfinancial.ca
Regular Hours:
Mon - Fri: 8:30am - 5pm
Summer Hours:
Mon - Thurs: 8:30am - 5pm
Fri: 8:30am - 4pm
Evenings and Saturdays by appointment
2023 Special Hours:
Feb 20 - Family Day - CLOSED
Apr 7 - Good Friday - CLOSED
Apr 10 - Easter Monday - CLOSED
May 5 - Office Function - Closing @ 2pm
May 22 - Victoria Day - CLOSED
Jul 3 - In Lieu of Canada Day - CLOSED
Aug 7 - Civic Holiday - CLOSED
Sep 4 - Labour Day - CLOSED
Oct 9 - Thanksgiving - CLOSED
Dec 25 - Christmas - CLOSED
Dec 26 - Boxing Day - CLOSED
Website last updated: March 9th, 2023
Copyright © 2022 Matchett Financial Services - All Rights Reserved.
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