Matchett Financial Services
Matchett Financial Services
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  • Our Team
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    • Home
    • Our Team
    • Services
    • Financial Calculators
    • Advice Zone
    • Client Portal
    • Contact Us
  • Home
  • Our Team
  • Services
  • Financial Calculators
  • Advice Zone
  • Client Portal
  • Contact Us

Prosperity. One plan at a time. ®

Prosperity. One plan at a time. ®Prosperity. One plan at a time. ®Prosperity. One plan at a time. ®
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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.

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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.


A box with "My Financial Plan" written in it surrounded by other boxes with question marks inside.

Most people don't plan to fail, they fail to plan.


- John J. Beckley

Send Us A Message

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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

Logo for Investia Financial Services Inc.

Website last updated: March 9th, 2023

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.  Insurance products are offered through Matchett Financial Services Inc.


Copyright © 2022 Matchett Financial Services - All Rights Reserved.

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