Protect your wealth with a Waterloo financial advisor and financial planner who connects every aspect of your financial life. Smarter investments, careful planning and minimized taxes: we bring clarity to complexity so you can move forward with confidence.
Most Waterloo financial advisors focus on one corner of your financial life, like investments or insurance. You deserve better.
Your financial world is an intricate web where every piece is deeply connected—taxes, investments, retirement, and estate strategies. This is why we take a big picture approach to your wealth planning. Our goal? To ensure your wealth works better for you and the generations to come.
Retiring soon? Selling the business you’ve nurtured? Planning a legacy that reaches beyond your lifetime? Whatever the chapter, we’re here to guide you through life’s financial transitions with strategies that simplify, deliver results and put your mind at ease.
Want to live your life to the fullest today without compromising your future or your family’s future? We’ll show you how.
Having a complete understanding of your financial future is the ultimate stress reliever. When you know exactly how your wealth will support you tomorrow, and you have a clear roadmap in place, you can truly focus on living your life today without worrying about what’s around the corner.
Let us handle the details so you can focus on what matters most—living fully, every single day, being there for your family, running your business, or enjoying retirement.
Your financial life involves more than investments. Accountants, lawyers, estate planners—they’re all part of the team. But who’s ensuring it all works together?
That’s where McEachnie Matthews Group comes in. As your Waterloo financial advisor and financial planner, we’re the quarterbacks of your financial team, coordinating every move so that nothing slips through the cracks. From managing the tax implications of an estate plan to aligning investments with your cash flow needs, we bring cohesion to your financial strategy. When every detail aligns, your wealth works harder and smarter.
Your money should be working as hard as you do. With McEachnie Matthews Group, your investment strategy evolves alongside your life, always calibrated to maximize returns and minimize risks. Whether it’s funding your retirement, maintaining cash flow, or protecting against inflation, we ensure your portfolio aligns with your goals today and into the future.
Taxes can erode wealth faster than market downturns, but strategic planning keeps more money in your hands. This is why it’s so important to work with a Waterloo financial advisor and financial planner that looks at your wealth from all angles. We optimize every decision with tax efficiency in mind, from withdrawal sequencing in retirement to income splitting and leveraging available credits.
Our goal is to minimize tax burdens while maximizing wealth for you and your family. Every strategy we implement ensures your money stays where it belongs: supporting your goals, not funding the government’s.
At McEachnie Matthews Group, we build partnerships. Our living, breathing strategies adapt to your evolving needs, keeping you on track through life’s changes.
Ready to make your wealth work harder, smarter, and more aligned with your dreams? Book a consultation today and discover why we’re the financial planners Waterloo families trust to connect every part of their financial lives.
At McEachnie Matthews Group, our Waterloo wealth management services connect every piece—daily cash flow, retirement strategies, university funds for grandkids—into a single, living plan.
Keep more of your wealth in your hands. We ensure every financial decision you make is tax-efficient, leveraging credits, deductions, and timing strategies to minimize tax liabilities. From optimizing income and withdrawal strategies to reducing taxes on investments, our goal is to protect your wealth and maximize what you retain.
The life you’ve imagined? Let’s build it. Income streams that don’t run dry. Growth strategies that thrive while you sleep. A roadmap that turns the unknown into the anticipated. Retirement with us means living fully, without hesitation.
Your legacy should be yours to shape. Wills, trusts, beneficiary tweaks—we untangle the red tape and cut taxes down to size. Estate planning with us is about care and control. Because when the time comes, your wealth should tell your story, your way.
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IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
Download our free whitepaper for more information on TFSAs and RRSPs, and to help determine where best to invest.
