SUMMER HOURS: Mondays - Thursdays from 8:30 AM - 4:30 PM; Fridays from 8:30 AM - 4 PM.
To book/reschedule a meeting, call 519-396-7526 or e-mail us at clientservice@matchettfinancial.ca.
Investment plans can help decrease your taxes payable. Here's how.
How We Can Help
Our Services
We specialize in everything you need to develop a broad financial plan or specific financial solutions, including investing, insurance, tax planning, retirement planning, and estate preparation.
Our Team
Having proudly served the Bruce County and surrounding area since 1987, our close-knit team has built a reputation for integrity, honesty, and great service. Your financial goals are our top priority.
Our Network
We have full access to experienced fund managers at various mutual fund companies. With their help, we can build a strong, unique investment portfolio that aligns with your values and goals.
Our Promise
No matter what your current financial situation is, we will help you develop a financial plan and stick to it.
Prosperity. One Plan At A Time.®
What Our Clients Say
“Have been a client of their financial planning for many years and appreciate the honest advice and guidance you provide. I highly recommend them. Thank you!”
— Joan H., April 2025
“Matchett Financial Services has been a cornerstone of our investment planning for over 15 years. The customer service and care are always AAA+++ . In addition to the high quality service provided, the Matchett [staff] continue to evolve and grow to provide us the latest relevant information available. They help us feel confident in our chosen investment path. We recommend them highly to all our friends and family!”
— Mike L., June 2022
“Knowledgeable and kind staff who go above and beyond to make sure you understand your portfolio. Truly the best.”
— Tania D., June 2022
“I have been with Matchett Financial since its inception when I met Rob and Janice... 40 years ago? They and their team are exceptional to work with, giving great advice with a high level of professionalism and respect. All staff have always been there for me when required right up to the present day.”
— Mike B., June 2022
“Been with Matchett Financial since 1992. It's been 30 years of happy investing. Their friendliness and professionalism are first class. Highly recommended.”
— Hank V., June 2022
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FAQ
A solid financial plan will help you prepare for things like your child's education, your retirement, or unexpected life changes.
First, we make sure your goals and objectives are clear. With this information, we can build a personalized investment portfolio, do ongoing retirement and tax planning, and explore possible insurance needs.
At least once a year, or before any major life transition.
Even small, regular contributions add up. Time is your most valuable asset when it comes to investing, so get started as soon as you can.
Most people don't plan to fail, they fail to plan.
- John J. Beckley
Matchett Financial Services
886 Queen Street, Kincardine, ON N2Z 2Y2
Phone: 519-396-7526 (PLAN) Fax: 519-396-9097 Email: clientservice@matchettfinancial.ca
Open today | 08:30 a.m. – 04:30 p.m. |
2026 Holidays
Jan 1: New Year's Day - CLOSED
Feb 14: Valentine's Day - 8:30 AM - 4 PM
Feb 17: Family Day - CLOSED
Apr 3-6: Easter - CLOSED
May 1: Staff Event - 8:30 AM - 2 PM
May 18: Victoria Day - CLOSED
Jul 1: Canada Day - CLOSED
Aug 3: Civic Holiday - CLOSED
Sep 7: Labour Day - CLOSED
Oct 12: Thanksgiving - CLOSED
Dec 25-26: Christmas / Boxing Day - CLOSED
Dec 31: NYE - 8:30 AM - 12 PM
Website last updated: August 11th, 2026
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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