Products

 

Products

 

Below are products we use to help you grow your wealth -- and ultimately your prosperity -- one plan at a time.  You want financial freedom to live your life the way you want to and we want you to be able to do that.  If you are new to Matchett Financial Services, we encourage you to book a free consultation with one of our experienced advisors to discuss your financial goals and create a personalized plan for success.  

 

Registered Retirement Savings Plans (RRSP's)

An RRSP is an investment account that can later supplement the income you would be receiving if you continued to work (and then some).

Spousal Registered Retirement Savings Plans (SP RRSP's)

A Spousal RRSP is an RRSP in your spouse's name. This can come in useful when one partner earns more than the other and can help balance out both incomes to avoid being pushed into a higher tax bracket. 

Tax-Free Savings Accounts (TFSA's)

A TFSA can be treated as a savings account or an investment account and will never affect your taxes.

Registered Education Savings Plans (RESP's)

This is a great way to save money for a child’s education. 

Registered Disability Savings Plans (RDSP's)

This is a savings plan intended to help save money for someone who is eligible for the disability tax credit (DTC).

"In Trust For" Accounts (ITF's)

Use this account if you wish to begin investment activity on behalf of someone 17-years-old or younger.

Non-Registered Accounts

This is a general investment account that is flexible, offers tax benefits and has no contribution limit.

Corporate Accounts

This is an investment account that gives your business access to mutual funds, segregated funds and GIC's.

Mutual Funds

Learn how mutual funds work and why they're beneficial.

Segregated Funds

Learn how segregated funds work and why they're beneficial.

Guaranteed Investment Certificates (GIC's)

Learn how Guaranteed Investment Certificates (GIC's) work and why they're beneficial.