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

Client Portal

Login below.


Otherwise, scroll down to learn more.


Login
Closeup of someone's hand while they explore graph illustrations on a tablet.

What Is The Client Portal?

Our client portal is a secure, web-based platform where you can:


  • check your portfolio balance, performance, allocations and transactions
  • securely send important documents back and forth with your advisor
  • sign up for electronic document delivery
  • change personal information such as your postal and e-mail addresses


Please contact us for instructions on how to register.

Website Disclaimer

Investia Privacy Policy

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 © 2025 Matchett Financial Services - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept