Matchett Financial Services

Matchett Financial Services logo
Address:
886 Queen Street
Kincardine, ON
Canada
N2Z 2Y2
Phone:
519-396-7526
Email:
ClientService@MatchettFinancial.com
Social:
Products/Services:

Who is Matchett Financial Services?

It's one thing to think of your money in terms of "expenses" and "income".  Matchett Financial provides you with the opportunity to add "financial growth" to that list -- and they do so with integrity and honesty. 

This close-knit office has proudly served the Bruce County and surrounding area for over 30 years.  As independent financial advisors, Matchett Financial has access to a wider, more attractive variety of investment products.  This makes it easy to provide top-level services and products to those looking to understand their finances and increase their assets. Many choose to work with a financial advisor as statistics show nearly a 400% increase in assets over time for those who do. 

In short, Matchett Financial has specialized in financial planning and wealth management for 30+ years.

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What is the type of experience I can expect from Matchett Financial Services?  

They will start by getting to know you, your life goals, expenses, income, debt and more.  They will then create a personalized financial plan for you to help you reach your goals and grow your wealth.  Then, as your needs change over time, Matchett Financial will routinely meet with you to further educate you about money management as well as make appropriate adjustments to your financial plan. 

You will be taken care of at every step of your journey in a warm, professional manner.

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Products & Services Offered

Tax-Free Savings Accounts (TFSA) - an account that does not apply taxes on any contributions, interest earned, dividends, or capital gains, and can be withdrawn tax free.  This savings account is available to individuals aged 18 and older in Canada and can be used for any purpose.

Registered Education Savings Plans (RESP) - sponsored by the Canadian government, these plans encourage parents to invest in a child's future post-secondary education.  Subscribers to an RESP make contributions that build up tax-free earnings.  The government contributes a certain amount to these plans for children under age 18.

Registered Retirement Savings Plans (RRSP) - a retirement savings and investing vehicle for employees and the self-employed in Canada. Pre-tax money is placed into an RRSP and grows tax free until withdrawal, at which time it is taxed at the marginal rate.

Registered Retirement Income Fund (RRIF) - a retirement fund similar to an annuity contract that pays out income to a beneficiary or a number of beneficiaries.  To fund their retirement, RRSP holders often roll over their RRSP's into a RRIF. 

Guaranteed Investment (Interest) Certificates (GIC) - a deposit investment security that Canadian banks and trust companies sell. Individuals and investors often purchase these for retirement plans because they provide a low-risk fixed rate of return.  

Segregated Funds - a type of investment fund used by Canadian insurance companies to manage individual, variable annuity insurance products.  A segregated fund offers investment capital appreciation and life insurance benefits.

Tax Services / Tax Planning

Life, Critical Illness, Disability & Travel Insurance

FINANCIAL ADVICE 

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Mutual funds and/or approved exempt market products are offered through HollisWealth, a trade name of Investia Financial Services Inc.  

Matchett Financial Services is a personal trade name of Janice Matchett.

 

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