Investment and retirement strategies for today, tomorrow, and the future.
Kirkland, Quebec
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.
Hybrid · Montréal
Serve as the primary client contact, coordinate account transactions and wealth management services, and manage client requests, meetings, documentation, and follow-up. Support client onboarding, compliance records, prospect tracking, and marketing and business development activities in collaboration with portfolio managers and internal teams.
Hybrid · Kirkland
Serve as a key client contact, coordinate account requests and follow-ups, prepare meetings, and support onboarding, account documentation, and compliance processes. Assist with prospect outreach, marketing, and business development while keeping client records accurate and organized.
