Advice Zone

Advice Zone


Any advice offered from the Matchett Financial Services Advice Zone may not pertain to your specific financial situation.  Every situation is different, which is why our goal is to tailor a personalized plan for financial success and prosperity for our clients.  It is important to speak with one of our advisors before proceeding with any advice you may find here or on our Facebook page.


How To Teach Your Kids About Money (By Age)

Here is a quick guide to help you teach your children the value of money as they grow.

Home Buyers' Plan

HOME.  What a great feeling.  If you are looking at building or buying a home for yourself or a relative with a disability, you will be happy to know your Registered Retirement Savings Plan (RRSP) may be able to help you do that through the Home Buyers' Plan.  

Using A Mortgage Broker

Here at Matchett Financial Services, we pride ourselves on being independent financial advisors.  This means we aren’t forced to sell investment products we would not otherwise agree with and we have a variety of products to choose from so we can do the best possible job for our clients.  


Everyone needs to budget.  It’s a great habit to get into because it keeps you aware of money you have coming in versus money you have going out. 

Lifelong Learning Plan (LLP)

Post-secondary school can be rather costly — especially for those who decide to leave work to go back to school full-time.  Watching your savings deplete as you train for a new career isn’t fun for anyone. 

Saving Money

Saving money is something everyone needs to focus on.  It’s impossible to predict emergencies, accidents and other big life changes.  

Scholarships, Bursaries & Grants

Did you know there is free money available to you that can help you pursue your post-secondary dreams?  There is!