Matchett Financial Services

07/15/2026

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

07/07/2026

FYI: Our summer hours are Mondays through Thursdays from 8:30 AM to 4:30 PM, and Fridays from 8:30 AM to 4 PM. We will resume regular hours after Labour Day.

Have a great summer, everyone!

07/01/2026

06/18/2026

Last week the Kincardine Scottish Festival & Highland Games stopped in to collect our sponsorship cheque.

06/01/2026

Good morning!

To those of you who have referred family, friends and colleagues to Matchett Financial Services over the years: THANK YOU. It is always a huge compliment for our team!

Have a fabulous week, everyone!

05/29/2026

❓TRUE or FALSE: "Your relationship status can affect your eligibility and responsibilities under different types of insurance policies."

✅ It's TRUE.

If you are in a new marriage or common-law relationship, you may not be as covered by your insurance policies as you think. Take the time to align your insurance coverage with your partner to ensure greater peace of mind and financial security—for both of you.

Below is an INSURANCE CHECKLIST that should cover most (if not all) insurance-related tasks for new couples:

🔲 Auto insurance: Add your partner as a driver, or combine policies to potentially reduce premiums.

🔲 Tenant insurance: If you're renting, update your list of belongings and liability to include your partner.

🔲 Home insurance: If you’ve purchased a home together, confirm your home insurance includes adequate protection for your property and assets.

🔲 Workplace benefits plan: If this applies to you, consider adding your spouse. This can improve coverage and may reduce your overall costs.

🔲 Life insurance: In the event of your death, life insurance will help replace lost income and continue to support your partner. There are different types of policies to choose from, and it is important to work with an Insurance Advisor on this.

🔲 Disability insurance: This will provide income protection if one of you is unable to work due to illness or injury.

🔲 Critical illness insurance: When diagnosed with an eligible illness, this offers a tax-free lump sum to help manage expenses during recovery.

In our office, we have access to a variety of LIFE, DISABILITY and CRITICAL ILLNESS insurance policies* that can be purchased individually or jointly, depending on your needs and long-term goals. Book an appointment today with one of our insurance advisors to explore your options, or to get a second opinion on an existing policy.

Call us today at 519-396-PLAN (7526).

*Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Insurance policies are offered through Matchett Financial Services Inc.

05/28/2026

Unlike regular savings plans, the Canada Revenue Agency (CRA) provides tax advantages for those who have registered savings plans. By contributing money each year, you can reduce your tax bill—and in some cases, you may even receive government contributions.

Here are three types of registered plans.

Unlike regular savings plans, the Canada Revenue Agency (CRA) provides tax advantages for those who have registered savings plans.  By contributing money each year, you can reduce your tax bill—and in some cases, you may even receive government contributions.

05/27/2026

On Friday last week, Big Brothers Big Sisters collected our sponsorship cheque for their fundraising event, Golf Fore Kids' Sake.

If you're not familiar with Big Brothers Big Sisters, look into them. They do very meaningful work in our community.

05/22/2026

Call today!