Tulett, Matthews & Associates

Investment Management • Montreal, Quebec, Canada • 11-20 Employees

Company overview

Headquarters	3535 St. Charles Blvd. suite 703, Kirkland, Quebec H9H 5B9, CA
Phone number	+15146959340
Website	tma-invest.com
NAICS	5231
SIC	628
Keywords	Investment Advice, Financial Advice, Wealth Management, Retirement Planning, Portfolio Management, Tax Preparation Services, Advanced Tax Planning, Insurance And Risk Management Strategies
Founded	1995
Employees	11-20
Socials

Key Contact at Tulett, Matthews & Associates

Keith Matthews

Managing Director & Portfolio Manager

Tulett, Matthews & Associates Email Formats

Tulett, Matthews & Associates uses 1 email format. The most common is {first initial} (e.g., j@tma-invest.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@tma-invest.com	100%

About Tulett, Matthews & Associates

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.

Tulett, Matthews & Associates revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$5,500,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Tulett, Matthews & Associates has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Tulett, Matthews & Associates has never raised funding before.

Frequently asked questions

Tulett, Matthews & Associates is located in Montreal, Quebec, CA.

You can reach Tulett, Matthews & Associates at +15146959340.

Tulett, Matthews & Associates was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

Tulett, Matthews & Associates has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Tulett, Matthews & Associates

Keith Matthews

Managing Director & Portfolio Manager

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