Owner
Certified Financial Planner (CFP®)
Life Insurance Advisor
I started working in the financial services industry in 2000 and have experience in Canada and in the UK. I have multiple designations including the CERTIFIED FINANCIAL PLANNER® Professional designation, which I obtained in 2003. I worked as an Associate Financial Advisor with CIBC Wood Gundy, and as an advisor with Canada Life in the pension plan department. In 2011, I joined the Matchett Financial team as an Associate Financial Advisor. I became the proud new owner of Matchett Financial Services in 2021, and I assure our clients that they will continue to enjoy the exceptional level of service they have come to know and value.
I enjoy spending time with my husband, Dennis, and our two kids. I love to travel, play golf, play tennis and ski.
Founder
Certified Financial Planner (CFP®)
Life Insurance Advisor
I began my financial career in 1972 working at the Royal Bank of Canada. I have my CERTIFIED FINANCIAL PLANNER® Professional designation and have happily lived in the Ripley/Kincardine area all my life. Since 1987, thanks to the wisdom and experience of our team, as well as our shared passion for understanding clients’ needs and building their financial success, Matchett Financial Services has grown to be one of the largest independent investment firms across Canada.
My husband Rob and I raised two wonderful children in Kincardine, and we continue to enjoy the area with all it has to offer ― especially the amazing sunsets over Lake Huron. I also enjoy spending time in my gardens, travelling, golfing, biking, and curling.
Financial Advisor
Life Insurance Advisor
I began working in the financial services industry in 2004 as an administrator for Matchett Financial Services. To gain a broader range of experience, I decided to move into the banking system in 2007, which provided me with a strong financial background in both investing and credit. In 2018, I rejoined the Matchett team where I received tremendous support and encouragement in completing the Professional Financial Advisor (PFA™) designation, which I obtained in September of 2020.
As a client of Matchett Financial Services, I understand how important it is for you to reach your financial goals. I have a strong desire to help you navigate your way through some of life’s most important decisions.
Associate Investment Funds Advisor
Life Insurance Advisor
I attended the University of Western Ontario before entering into the financial services industry, and prior to joining the Matchett Financial team in 2016, I worked in London Ontario at a HollisWealth office for four years.
My husband Dustin and I love to call Kincardine home and get out golfing as often as we can. In 2018, we welcomed our first daughter and then in 2021, we welcomed our second daughter. We are very much looking forward to this next chapter in our lives.
Licensed Assistant
I started out in the financial services industry as a co-op student during high school and for the majority of my career, I have continued to do so. That seems like ages ago! In 2008 I joined the Matchett team where I do the bulk of processing trades for our office in my role as a Licensed Assistant.
Bruce County has always been home to us. Our country home near Ripley was a great place to raise our family. In my free time I volunteer, garden and thoroughly enjoy a great read!
Administrative Assistant
I joined the Matchett Financial team in 2016 as a Receptionist. I am now an Administrative Assistant to Lisa Laschuk and Stephanie Catto. I look forward to continuing my education and growing within this great company.
I was born and raised in Kincardine, and love to call this quiet little beach town home. In my spare time, you can find me on the golf course, running, and enjoying our beautiful beaches.
Licensed Assistant
Specializing in Tax Preparation
In 2010, I began my career in the accounting industry. I graduated from Conestoga College with honours and continue to further my education with ongoing courses and seminars. I moved to beautiful Kincardine in 2019 to work as the tax specialist and assist Sarah Proudlove.
In my free time, I enjoy hanging out with my family and spending time in the great outdoors.
Administrative Assistant
New to the financial industry and Matchett Financial Services, I am enjoying applying my skillset from my Law Clerk training and background. The team continues to graciously teach me their knowledge of the business. My hope is to gain further education in the field and grow professionally within the team.
My husband, three children and I moved to Kincardine at the end of 2021. When I am not chauffeuring my children to all things sports, I enjoy the beaches of Kincardine, travel, podcasts, and sitting around a campfire at my trailer.
Receptionist
I joined the Matchett Financial Services team in 2022 where I quickly got to know the office processes and the wonderful staff. I went on maternity leave in August 2023, and I am very excited to return later in 2024 once my husband Evan, myself, and our dog Stella have fully welcomed our daughter into our family!
I've lived in Kincardine and area for over 20 years, though I'm originally from Thunder Bay. In our spare time, Evan and I are often found playing D'n'D and other games, frequently hosting our friends and family.
Marketing Coordinator
I started working at Matchett Financial Services as a preteen with simpler tasks like filing and paper shredding. From there, I graduated to the Reception desk, which I still cover on occasion.
As marketing coordinator, I create our advertisements, manage sponsorships, update our website, post to our Facebook and Instagram pages, and more.
Passionate about the arts, I have a couple of creative projects I work on outside of work. When I have time for leisurely activities, I look forward to relaxing with family and friends, seeing a good movie, or seeing live bands.
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.
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