At McEachnie Matthews Group, private wealth management isn’t about spreadsheets; it’s about stories. Yours. The long days, sleepless nights, and triumphs you fought for. Whether you're stepping into retirement, expanding your business, or building a financial legacy, we don’t bring cookie-cutter answers. We bring a conversation—a plan designed to move with your life, not hold it back.
This isn’t "set-it-and-forget-it" wealth management. It’s financial planning that listens, learns, and adapts—because life doesn’t stand still, and neither should your strategy.
Ready to see your wealth work for you? Let’s build something that lasts—starting today.
Pre-retirees and Retirees
You’ve built your nest egg, but now comes the shift—from growing to living off it. We help you design your life’s next chapter with:
Longevity Strategies
Outliving your money? That’s not in the script. We build income plans that grow as you rest.
Tax Planning
Less to the CRA, more to you. Timing your withdrawals, layering deductions.
Legacy Planning
Want to leave more than memories? We help you ensure your impact lives on—secure, meaningful, and tax-savvy.
Whether it’s globe-trotting or backyard BBQs with the grandkids, we help you enjoy your wealth without second-guessing it.
Business Owners and Entrepreneurs
Your business isn’t a job. It’s your life. At McEachnie Matthews Group, we know that your financial plan shouldn’t feel like one more thing to juggle. We create strategies that connect your personal and professional goals.
Succession Planning
Leaving shouldn’t mean losing. We build transition plans that let you step back without stepping away from your success.
Tax Structuring
Holding companies, dividends, insurance—tax isn’t an obligation; it’s an opportunity to save more.
Diversification
When your business is your biggest asset, we create other streams of wealth that grow alongside it.
Whether you’re ready to expand or step away, we make sure your hard work keeps working long after you’ve signed the final sale.
Executives
If you are an executive who has spent a good part of your life building a successful career, you may be surprised at how quickly the complexity of your tax bill, investment portfolio and compensation structure has grown. To help secure a robust future to help you live on your terms, there are several important factors to consider.
They include:
- Looking to the long-term and how you will use your wealth down the road.
- Reducing your tax bill by taking advantage of retirement, health savings, and educational savings accounts while still putting money aside for your and your family’s current and future use.
Being realistic by planning for an early retirement. The challenges of an executive position (including business travel, long hours, and other stresses) may lead you to consider retiring earlier. Proactive wealth planning can help you explore all your options.
We can help you build a plan to address the many wealth-related questions you may have about the next step and how you can enjoy the lifestyle you have built over a successful and demanding career.
Healthcare Professionals
Given your commitment to the well-being of your patients and staying current with medical advancements, you may not have time to focus on your present and future wealth management needs.
The complexity of your investment and other wealth-related decisions grow with your practice. For example, you may be approached with random investment opportunities offering potentially attractive benefits. Yet, you feel they are complicated and outside your comfort zone. We can help you stay on track with wealth management strategies and investment opportunities that are in line with your risk tolerance while offering the potential for steady investment returns.
We offer practical investment and tax management insights that are relevant to your needs as a medical professional. For example, we can help you minimize your tax liability on active business income by setting up a Canadian controlled private corporation on your behalf. And we will work with you in other ways (including creating a corporate life insurance policy on your behalf) to help you make the most of deductions and credits that can save you money.
Families
Family wealth isn’t just about dollars; it’s about passing down values, dreams, and opportunities. But that legacy needs structure to last. We help families strengthen their futures through:
Tax-Advantaged Transfers
Less red tape, fewer headaches—more for your heirs.
Financial Education
Wealth without guidance can become chaos. We help the next generation understand, manage, and grow their inheritance.
Custom Estate Plans
Because every family is different, and so is every legacy.
Women, Wealth & Well-being
Women’s financial lives are often shaped by unique realities—living longer, retiring earlier, taking time out of the workforce to care for loved ones. These factors mean earning gaps, interrupted investing, and longer retirement horizons that traditional plans fail to consider. At McEachnie Matthews Group, we design financial strategies that reflect your life—not a generic template.
Plan for What Matters
Whether it’s covering future healthcare costs or maintaining your independence, we account for long-term expenses so your later years are lived fully, not frugally.
Build Confidence, Not Confusion
Real financial well-being isn’t about complicated jargon or sky-high returns—it’s about knowing you can live the life you want to live and you’re covered for the “what-ifs.”
From Family Care to Self-Care
Your financial health includes provisions for changing family dynamics, estate needs, and those who depend on you.