Tulett, Matthews & Associates
INTEGRATED WEALTH MANAGEMENT Answering All Your Questions and Helping To Solve Your Investment and Retirement Puzzle Tulett, Matthews & Associates specializes in discretionary portfolio and wealth management services designed for Canadian investors who are serious about achieving their long-term investment goals. Our unique consultative approach helps ensure that we only work with clients with whom we can add real value in their pursuit of a successful investment experience. WHAT MAKES US UNIQUE Independent & Conflict-Free Advice: Our advice comes without any concern for commissions, in-house built investment products, or commercial affiliation with product manufacturers. Integrated Wealth Management: Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward. Evidence-Based Investment Philosophy: We choose an evidence-based approach to money management, which frees our clients and associates from the stress of "active money management. Personalized Service: Experience the satisfaction and comfort that comes from working with a boutique firm that provides caring and professional service from day one.
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Verified contacts
15
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
14
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- LG
Lawrence Greenberg
Associate Portfolio Manager · Finance & Accounting
EmailPhone - DT
Don Tulett
Partner & Portfolio Manager · Finance & Accounting
EmailPhone - KM
Keith Matthews
Managing Director & Portfolio Manager · Finance & Accounting
EmailPhone - CM
Chloe Mainguy
Investment Associate · Finance & Accounting
EmailPhone - EF
Edmond Fhima
Financial Planner · Finance & Accounting
EmailPhone - EW
Elizabeth Withenshaw
Client Services Associate · Customer/Client Service
EmailPhone - JD
Julie Desrosiers
Associate Portfolio Manager · Finance & Accounting
EmailPhone - KO
Karin Oram
Associate - Client Services · Customer/Client Service
EmailPhone - MT
Marcelo Taboada
Associate Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Tulett, Matthews & Associates
12 distinct titles indexed · top 10 shown.
- 3associate portfolio manager
- 2investment associate
- 1associate - client services
- 1burger king
- 1client services associate
- 1finance intern
- 1financial planner
- 1managing director & portfolio manager
- 1marketing associate
- 1partner & portfolio manager
- +2more titles
Sign up to unlock all 15 contacts at Tulett, Matthews & Associates
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