About Us

Welcome to McEachnie Matthews Group Private Wealth Management. 
We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, McEachnie Matthews Group Private Wealth Management  provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Education Centre

IG PRIVATE WEALTH MANAGEMENT |
A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them.
IG PRIVATE WEALTH MANAGEMENT |
A year ago, many countries were managing through their second wave of COVID-19 infections. Many equity markets nevertheless had staged a full and complete recovery to their pre-COVID highs. Despite the equity recovery, investors were still nervous. A year ago, we had just started to hear news of pending approvals of COVID vaccines.
Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). However, designating a direct beneficiary is not recommended for many plan/policy owners, where they have non-traditional or unique family situations, as it can lead to unfavourable tax implications for beneficiaries.

Videos

What's your plan?

Make the most of your wealth today, without compromising your family’s financial future. We can help you create a customized financial plan that helps you plan for what matters most—now and for generations to come.

IG Living Plan

The IG Living Plan is a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way.

2022 Market Outlook: Rapid reopen to normalization

Our Chief Investment Strategist Philip Petursson discusses economic growth, equity market returns and inflation in his 2022 Market Outlook.

Should I contribute to an RRSP, a TFSA or both?

Download our free whitepaper for more information on TFSAs and RRSPs, and to help determine where best to invest.