Where competitors see portfolios, we see purpose. Your retirement, your legacy, your ability to seize opportunities—all these goals depend on investments that aren’t just managed, but meaningfully connected to the story you’re writing with your wealth. With big picture investment planning, we ensure your investments aren’t working in isolation but as a cohesive part of your wealth journey.
A Portfolio That Fuels Your Aspirations
Investments should do more than grow—they should reflect your values, provide security, and adapt to your evolving needs. Planning for retirement? Your portfolio should balance risk and reward while securing a steady income stream. Focused on legacy? We design investments that transfer wealth efficiently and thoughtfully. Preparing for life’s curveballs? Flexibility and liquidity become non-negotiable.
At McEachnie Matthews Group Private Wealth Management, every investment plan is rooted in one question: What drives you? Whether it’s freedom, security, or impact, your motivation shapes our investment planning strategy.
Our Approach: No Cookie-Cutter Formulas Here
We don’t churn out generic investment plans or follow a one-size-fits-all approach. Instead, we start with you.
What keeps you awake at night? What fuels your ambition? What kind of financial future do you imagine for yourself and your family? We listen, then craft a strategy that mirrors the rhythm of your life—dynamic, ever-changing, and uniquely yours.
Your portfolio isn’t static; it’s a living, breathing entity that evolves with the markets and your priorities. As your Waterloo financial advisor and financial planner, we make sure your investments adapt, ensuring you seize opportunities and secure the future.
Tax Efficiency: Stop the Quiet Drain
Taxes silently chip away at your returns, eating into the wealth you’ve worked so hard to build. But they don’t have to. At McEachnie Matthews Group, we implement tax-smart investment planning strategies to keep more of your money working for you.
Strategic Account Allocation
Knowing where to hold different types of investments can significantly reduce your tax burden.
Well-Timed Withdrawals
Mistimed RRSP or pension withdrawals can lead to unnecessary losses. We ensure you pull funds at the right time.
Credits and Deductions
We optimize every opportunity, ensuring you don’t miss what’s rightfully yours.
Every dollar saved is a step closer to your goals, and we’re here to make sure your investment planning leaves no opportunities left unexplored.
Turning Wealth Into Income
Your portfolio shouldn’t rest while you retire—it should work as hard as you did. With income-generating investments like dividends, bonds, and real estate, we transform your wealth into an active participant in your life.
Our income strategies sustain your lifestyle without compromising the growth of your nest egg. Retirement becomes a chapter of freedom and fulfillment, not sacrifice.
Beyond Stocks and Bonds: Unlocking the Power of Alternatives
Traditional investments are valuable, but they’re not the whole picture. Alternatives—private equity, hedge funds, real estate—offer diversification and growth potential that conventional portfolios often lack.
At McEachnie Matthews Group, we selectively incorporate these options, strengthening your portfolio against market volatility and opening doors to opportunities beyond the ordinary.
Sustainable and Impact Investing: Aligning Wealth with Values
Your investments can reflect your principles without compromising performance. Sustainable investing focuses on Environmental, Social, and Governance (ESG) factors, aligning your portfolio with causes that matter to you—clean energy, fair labour, or diversity initiatives.
We ensure your money not only grows but also leaves a meaningful impact, proving that profit and purpose can coexist.
Advanced Planning Tools: Clarity and Confidence
Our proprietary investment planning tools give you unparalleled transparency. Monitor your portfolio, track benchmarks, and understand exactly how much you can comfortably spend—all in real-time. This data-driven approach isn’t just a feature; it’s a cornerstone of trust and collaboration.
When life changes—a new opportunity, a market shift, or a personal milestone—we’re ready to adjust, ensuring your investments stay aligned with your goals.
Relationships Built on Trust and Results
Our clients come from referrals. From Waterloo business owners to wealthy Canadians looking for investment planning that considers more than just portfolios. That's because we deliver personalized care, consistent monitoring, and meaningful results.
When you work with us, you’re not just hiring a Waterloo financial planner. You’re gaining a partner committed to your success, today and into the future.
Ready to Build Your Financial Future?
Your wealth is more than numbers—it’s a story, a vision, a legacy. At McEachnie Matthews Group, your investment planning strategy aligns with the life you’re building.
Contact us today to create an investment plan that grows, protects, and empowers. Together, we’ll turn your wealth into a tool for achieving your greatest aspirations.