Tulett, Matthew's & Assoc. Inc.

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At Tulett, Matthews & Associates we are passionate about providing the highest level of portfolio management services through the creation of a trusting, long-term relationship with you and your family. Our deep concern for your financial success and well-being is reflected in our unique consultative approach and client-focused processes.

Founded in 2006, the Final Frontier Group (FFG) is an independent group of seven successful portfolio managers and advisor groups across Canada who meet on a regular basis to share "best practice" ideas. The thread uniting members of the group is a common belief in investment philosophy, portfolio management strategies, and client servicing initiatives. The advisors and advisory firms in the FFG oversee more than $1 billion worth of private client assets.

Tulett, Matthews & Associates is an independent investment counselor. We do not hold assets for our clients. Tulett, Matthews & Associates exercises limited trading authorization over your account as per an agreed upon investment policy statement and account agreement. Your account is held at National Bank Correspondent Network (NBCN)(the "custodian") in your name only. Administration of your account is performed by NBCN, a division of National Bank Financial, itself a fully owned subsidiary or National Bank of Canada.

Tulett, Matthews & Associates specializes in discretionary portfolio 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.

Julie has a Bachelor of Commerce from HEC, and has over ten years experience in the financial services industry, having worked at RBC Dominion Securities, National Bank Financial and Jarislowsky Fraser. Julie’s favorite pastime is traveling to different countries and experiencing and seeing diverse and different cultures.

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