Matthews Private Wealth

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Matthews Private Wealth

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Certified Financial Planner - IG Wealth Management Inc., Mutual Fund Division Welcome to the McEachnie Matthews Group.

We are a team of financial professionals who are committed to guiding our clients
so they can make the right decisions for their financial future while
always maintaining the CORE values of INTEGRITY, QUALITY and
RESPONSIVENESS. To us, this means taking the time to help our clients make decisions that are in their best interest. We use strategies designed to anticipate your evolving financial needs. A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. With over 40 years of experience, our team will help you build confidence in your future as we protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will ensure each part of your financial picture is synchronized. Disclosures https://www.investorsgroup.com/en/legal/disclosures

10/31/2026

Wishing everyone a safe and Happy Halloween from Matthews Private Wealth! 🎃👻

Halloween is a good time for surprises. Your financial future, not so much. That’s why we believe in thoughtful planning with Everything Considered.

10/27/2026

Helping your child buy their first home is a big moment—for them and for you. Get the advice you need to help them the right way and understand how that support can fit within your own financial plan. Talk to us today about your options.

Learn more: https://ow.ly/1VP8510113h

10/13/2026

We’re pleased to welcome Mark Healy, Dino Comegna, Paco Sanchez and their teams to Matthews Private Wealth.

This expansion marks an exciting new chapter for our team and a significant step forward as we continue to grow the expertise, resources and support available to our clients and their families.

Bringing our teams together allows us to build on the personalized advice and trusted relationships that remain at the heart of everything we do.

We’re excited to welcome our new team members and look forward to this next chapter for Matthews Private Wealth!

To share more about the move, Mark, Dino and Paco discuss what led them to Matthews Private Wealth and what bringing our teams together means for the future: https://ow.ly/vpHB50ZWpT8

10/12/2026

Happy Thanksgiving from the Matthews Private Wealth Team! 🍂 We hope you enjoy a wonderful weekend filled with family, friends, and plenty to be thankful for.

10/06/2026

I was chatting with someone who has two children at university.

She told me, “It feels like tuition is our second mortgage.”

We mapped out a plan that includes Registered Education Savings Plan (RESP) withdrawals and a long-term funding strategy that doesn’t compromise her retirement.

Back-to-school season can be one of the biggest financial stress tests of the year.

09/29/2026

Protect your family’s financial and emotional well-being. Start your estate planning journey by asking yourself these key questions. Need guidance? Message me today.

08/25/2026

What are the markets telling us that the headlines aren't? Despite ongoing concerns around tariffs and trade, Philip Petursson, Chief Investment Strategist at IG Wealth Management, pointed to a market supported by solid earnings and healthy fundamentals. It's a useful reminder that uncertainty and opportunity often exist at the same time. Watch now: https://ow.ly/VFmN50ZFnh7

08/05/2026

In case you missed it: Ashish makes the case that how you read a market event depends entirely on your perspective, and why that matters more than any valuation number.
Listen now: https://ow.ly/cHbM50ZwfzA

07/28/2026

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap between intention and action is real. An estate plan isn’t just for the wealthy; it’s for anyone who wants their wishes honoured. Now’s the time to discuss your estate plan.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/ke8M50Zs0lV

Source: IG Wealth Management Annual Estate Planning Study

06/09/2026

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found goes against how a lot of investors are feeling right now. Listen now: https://ow.ly/ytVe50Z8f8U

Address

Suite 301, 4295 King Street East
Waterloo, ON
N2P0C6

Website

https://www.matthewsprivatewealth.ca/

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