General Content

Advice Zone

 

Any advice offered from the Matchett Financial Services Advice Zone may not pertain to your specific financial situation.  Every person is different, which is why our goal is to tailor a personalized plan for financial success and prosperity for our clients.  It is important to speak with one of our advisors before proceeding with any advice you may find here.  

 

We encourage you to book a free consultation with one of our experienced advisors.  Otherwise, enjoy the following tips and tricks! 

 

Buying A Home   Saving Money   Budgeting

 

Thinking of buying a home?  Consider these tips in the process.

 

 

 

 

Saving money is something everyone needs to focus on.  It’s impossible to predict emergencies, accidents and other big life changes.

 

 

Everyone needs to budget.  It's a great habit to get into because it keeps you aware of money you have coming in versus money you have going out.

Investing   Teaching Your Kids About Money (By Age)   Prepare For School

 

Investing simply means putting your money to work so it can make you more money.

 

 

 

 

Here it is:  a simple guide to teaching your children everything they need to know about money.

 

 

Here are some ways you can help fund your post-secondary schooling. 

Protect Your Family   More Tips & Tricks    

 

Life is full of surprises.  Find out how to make sure your family is financially protected.

 

 

Who doesn't love tips and tricks?  Follow this link for more!

 

 

   

 

Disclaimer

Mutual Funds and /or Exempt Market Products

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. ("Investia").  Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.  Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market products/exchange traded funds investments.  Please read the Fund Fact or prospectus carefully before investing.  Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

Segregated funds

Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.  Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Guaranteed Investment Certificates

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

Insurance

Insurance products are provided through Hollis Insurance.  Insurance products are provided through multiple insurance carriers.

Website

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. 

Advice

Any advice provided through the Matchett Financial Services website (http://www.matchettfinancial.ca/) and/or any of its affiliated and/or associated websites is to be considered general advice and should not be put into practice without first consulting with a Financial Advisor employed at Matchett Financial Services in Kincardine ON CAN.  In the event a user practices advice obtained from this website or any associated or affiliated websites without first consulting a professional from Matchett Financial Services, Matchett Financial Services and its affiliates cannot be held liable or responsible for any negative consequences caused by unassisted and/or uninformed investment activity and/or financial practices put in place by the user.  Should a user wish to investigate any of this advice further before proceeding, this user can schedule an appointment here.