Tulett, Matthews & Associates

Tulett, Matthews & Associates Integrated Wealth Management
PORTFOLIO MANAGEMENT
FINANCIAL PLANNING
TAX SERVICES

๐—ฉ๐—ผ๐˜‚๐˜€ ๐—ป'๐—ฎ๐˜ƒ๐—ฒ๐˜‡ ๐—ฝ๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐˜€๐—ผ๐—ถ๐—ป ๐—ฑ'๐—ฒฬ‚๐˜๐—ฟ๐—ฒ ๐—ฟ๐—ถ๐—ฐ๐—ต๐—ฒ ๐—ฝ๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ฟ ๐—ถ๐—ป๐˜๐—ฒ๐—น๐—น๐—ถ๐—ด๐—ฒ๐—บ๐—บ๐—ฒ๐—ป๐˜๐Ÿ’ต Que vous ayez 100$ ou 100 millions $, les principes g...
06/04/2026

๐—ฉ๐—ผ๐˜‚๐˜€ ๐—ป'๐—ฎ๐˜ƒ๐—ฒ๐˜‡ ๐—ฝ๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐˜€๐—ผ๐—ถ๐—ป ๐—ฑ'๐—ฒฬ‚๐˜๐—ฟ๐—ฒ ๐—ฟ๐—ถ๐—ฐ๐—ต๐—ฒ ๐—ฝ๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ฟ ๐—ถ๐—ป๐˜๐—ฒ๐—น๐—น๐—ถ๐—ด๐—ฒ๐—บ๐—บ๐—ฒ๐—ป๐˜
๐Ÿ’ต Que vous ayez 100$ ou 100 millions $, les principes gagnants en investissement restent les mรชmes.

Dans cet รฉpisode, le journaliste de La Presse Nicolas Bรฉrubรฉ dรฉconstruit plusieurs mythes en investissement et partage les leรงons clรฉs, soutenues par des รฉtudes, pour rรฉussir en Bourse afin de bรขtir sa richesse avec discipline et sรฉrรฉnitรฉ.

๐Ÿ‘‰ Cliquez ici pour รฉcouter cette conversation qui pourrait vous rapporter beaucoup plus ร  long terme: https://loom.ly/vnY0je4

Dรฉcouvrez comment des milliers de dollars en crรฉdits, prestations et avantages fiscaux รฉchappent chaque annรฉe aux retraitรฉs, et quelques solutions pour les rรฉcupรฉrer afin dโ€™optimiser sa situation financiรจre et fiscale.

Most families don't plan for what happens when a parent gets sick. Not because they don't care but because it never feel...
05/26/2026

Most families don't plan for what happens when a parent gets sick. Not because they don't care but because it never feels urgent until it is.

Beth Pinsker is a CFP, a financial journalist, and someone who lived through it firsthand. When her mother's health collapsed, she found herself navigating bank accounts she couldn't access, legal documents that weren't properly filed, and decisions that had to be made in real time with no roadmap.

She wrote My Mother's Money so you don't have to learn it the way she did.

Join us as we sit down with Beth to talk through what financial caregiving actually looks like: powers of attorney, healthcare directives, long-term care costs, sibling dynamics, and the conversations most families keep putting off.

๐ŸŽง Listen now: https://loom.ly/dblN9WI

Do you know where your parent's financial accounts are? Who their financial advisor and other key advisors are? What the...
05/21/2026

Do you know where your parent's financial accounts are? Who their financial advisor and other key advisors are? What their wishes are if they can't speak for themselves?

Most of us don't and we don't ask, because life gets busy or the conversation feels hard to start. But getting this sorted out is one of the most loving things you can do for your family.

Beth Pinsker is a CFP and journalist who learned firsthand what a difference preparation makes. She wrote ๐˜”๐˜บ ๐˜”๐˜ฐ๐˜ต๐˜ฉ๐˜ฆ๐˜ณ'๐˜ด ๐˜”๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ to help families get ahead of these challenges.

โœ”๏ธ The legal documents your parents need in place (and how to make sure they're current)
โœ”๏ธ How to access accounts and make decisions when it matters most
โœ”๏ธ How to start the conversation without it feeling like a confrontation
The best time to plan is before you need to. This episode will help you get there.

Beth Pinsker, CFP professional, journalist and author talk about proactive financial caregiving: legal documents, banking access, and conversations that protect aging parents and preserve your family legacy.

If you've ever felt like you're the only one who truly understands where your business is going, this episode will reson...
05/12/2026

If you've ever felt like you're the only one who truly understands where your business is going, this episode will resonate.

Shelby Hakala, Business Coach & Co-Founder of Boss360, breaks down exactly how a Business Operating System gives your team the clarity, structure, and tools to move forward together, without you having to carry it all yourself.

The conversation is practical, honest, and built for Canadian business owners who are ready to lead differently.

๐ŸŽง https://loom.ly/tgxmsM4

Most business owners are great at their craft.Running a business? That's a different skill entirely. In this episode we ...
05/07/2026

Most business owners are great at their craft.
Running a business? That's a different skill entirely.

In this episode we talk with Shelby Hacala founder of BOS360, about the one thing that changes how entrepreneurial teams lead, communicate, and grow: a ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ข๐—ฝ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜†๐˜€๐˜๐—ฒ๐—บ.

We discuss:
โ†’ Why hard work alone doesn't scale a business
โ†’ How a Business Operating System brings clarity, accountability and traction
โ†’ What two years of EOS has done for our firm

This conversation will make you think differently about how you lead.



https://www.tma-invest.com/run-your-business-with-clarity-operating-systems/

Most young Canadians have access to it. Few are using it to its full potential. Here's the truth: the biggest mistake yo...
04/28/2026

Most young Canadians have access to it. Few are using it to its full potential.

Here's the truth: the biggest mistake you can make in your 20s and 30s isn't picking the wrong stock, it's waiting too long to start. ๐—ง๐—ถ๐—บ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฏ๐—ฒ๐—ฎ๐˜๐˜€ ๐˜๐—ถ๐—บ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜† ๐˜€๐—ถ๐—ป๐—ด๐—น๐—ฒ ๐˜๐—ถ๐—บ๐—ฒ. And when you combine that with a TFSA account where the CRA can never touch your gains? That's a serious wealth-building advantage most people are leaving on the table.

Stop Overthinking, Start Investing.
https://loom.ly/-00A60s

๐Ÿ’ธ ๐—˜๐˜ ๐˜€๐—ถ ๐˜ƒ๐—ผ๐˜‚๐˜€ ๐—น๐—ฎ๐—ถ๐˜€๐˜€๐—ถ๐—ฒ๐˜‡ ๐—ฑ๐—ฒ ๐—นโ€™๐—ฎ๐—ฟ๐—ด๐—ฒ๐—ป๐˜ ๐˜€๐˜‚๐—ฟ ๐—น๐—ฎ ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ ๐˜€๐—ฎ๐—ป๐˜€ ๐—น๐—ฒ ๐˜€๐—ฎ๐˜ƒ๐—ผ๐—ถ๐—ฟ?๐ŸŽ™๏ธ Dans cet รฉpisode, la journaliste Emmanuelle Gril expliq...
04/23/2026

๐Ÿ’ธ ๐—˜๐˜ ๐˜€๐—ถ ๐˜ƒ๐—ผ๐˜‚๐˜€ ๐—น๐—ฎ๐—ถ๐˜€๐˜€๐—ถ๐—ฒ๐˜‡ ๐—ฑ๐—ฒ ๐—นโ€™๐—ฎ๐—ฟ๐—ด๐—ฒ๐—ป๐˜ ๐˜€๐˜‚๐—ฟ ๐—น๐—ฎ ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ ๐˜€๐—ฎ๐—ป๐˜€ ๐—น๐—ฒ ๐˜€๐—ฎ๐˜ƒ๐—ผ๐—ถ๐—ฟ?
๐ŸŽ™๏ธ Dans cet รฉpisode, la journaliste Emmanuelle Gril explique pourquoi tant dโ€™aรฎnรฉs passent ร  cรดtรฉ de crรฉdits dโ€™impรดt, prestations et remboursements non rรฉclamรฉsโ€ฆ simplement par mรฉconnaissance.

๐Ÿ’ฐ Mรชme sans impรดt ร  payer, produire sa dรฉclaration peut donner droit ร  des milliers de dollars en avantages fiscaux.
๐Ÿ‘‰ Ne laissez pas vos droits fiscaux dormir dans un tiroir.

๐ŸŽง ร‰coutez lโ€™รฉpisode maintenant en cliquant ci-bas.
โœ… ร€ รฉcouter absolument si vous รชtes retraitรฉ, ou si vous accompagnez un parent.

Dรฉcouvrez comment des milliers de dollars en crรฉdits, prestations et avantages fiscaux รฉchappent chaque annรฉe aux retraitรฉs, et quelques solutions pour les rรฉcupรฉrer afin dโ€™optimiser sa situation financiรจre et fiscale.

๐—ฆ๐˜๐—ถ๐—น๐—น ๐˜„๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ "๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐˜๐—ถ๐—บ๐—ฒ" ๐˜๐—ผ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜? ๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ถ๐˜€ ๐—ป๐—ผ ๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐˜๐—ถ๐—บ๐—ฒ, ๐˜๐—ต๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐—ท๐˜‚๐˜€๐˜ ๐—ก๐—ข๐—ช. If you're in your 20s or 30s and...
04/22/2026

๐—ฆ๐˜๐—ถ๐—น๐—น ๐˜„๐—ฎ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ "๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐˜๐—ถ๐—บ๐—ฒ" ๐˜๐—ผ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜? ๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ถ๐˜€ ๐—ป๐—ผ ๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐˜๐—ถ๐—บ๐—ฒ, ๐˜๐—ต๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐—ท๐˜‚๐˜€๐˜ ๐—ก๐—ข๐—ช. If you're in your 20s or 30s and feel like investing is too complicated, too risky, or just not for you yetโ€ฆ this episode is your sign to stop waiting.

We're breaking down:
โœ… The best investment platforms for young Canadians
โœ… Whether to start with your FHSA, TFSA, or RRSP
โœ… Why you don't need to pick stocks to build real wealth
โœ… How low fees + starting early = a massive difference over time

No jargon. No fluff. Just a clear, honest guide to getting started.

Stop letting indecision cost you time and money. This episode breaks down exactly which investment accounts to open, which platforms to use, and how young Canadians can start building wealth today

We live in a world of 24/7 financial news, hot takes, and market alerts. All of it designed to make you feel like you ne...
04/14/2026

We live in a world of 24/7 financial news, hot takes, and market alerts. All of it designed to make you feel like you need to do something. Move your money. Wait for the dip. Protect yourself from the crash that's surely coming.

But the data tells a very different story. Join us as renowned journalist Nicolas Bรฉrubรฉ breaks it all down across 17 lessons for building lasting wealth.

Listen now: https://loom.ly/1eAm4i4

Most investors are waiting for the perfect moment to invest. The market to dip. The news to calm down. The uncertainty t...
04/09/2026

Most investors are waiting for the perfect moment to invest. The market to dip. The news to calm down. The uncertainty to pass.

Nicolas Bรฉrubรฉ has a message for them: that moment isn't coming.

In our latest episode, the La Presse columnist and bestselling author breaks down 17 lessons for building real wealth, including why wars aren't the market's biggest threat, why your dividend stocks may be costing you, and how to finally stop second-guessing your portfolio.

Listen now: https://loom.ly/1eAm4i4

Market myths, dividend traps, wartime volatility, and the psychology of spending in retirement โ€” Nicolas Bรฉrubรฉ breaks down his lessons for building lasting wealth as a Canadian investor.

Address

3535 St-Charles Boulevard , Suite 703
Kirkland, QC
H9H5B9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Tulett, Matthews & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share