About Matchett Financial Services - Investia
With a reputation for integrity, honesty and great service, our close-knit team at Matchett Financial Services - Investia has proudly served the Bruce County and surrounding area since 1987. Our services include investing, retirement planning, estate planning, tax planning, education planning, and insurance.
When you first become a client, one of our experienced financial advisors will ask about your financial situation, goals and more to get to know you better. From there, they will develop a personalized financial plan, and use their connections with top-tier fund managers to help build a strong, unique investment portfolio for you. Once your investments are in motion, your advisor will regularly review them, ask about any big life changes, and help make adjustments to your plan.
Whether it’s a broad financial plan or specific financial solution you’re after, we will take care of you at every step of your journey. Visit www.matchettfinancial.ca to learn more, or call 519-396-PLAN to book your free consultation.