TULETT - Key Persons
Cindy Perera is a Client Services Manager at Tulett, Matthews & Associates and has been part of Keith's team since 2006. Her focus is to ensure that the client servicing team provides a high level of care to our clients needs. She is passionate about what she does and constantly strives for excellency to create great relationships with our clients.
Cindy graduated from Concordia University with a Bachelor of Commerce in Accountancy. Her intention was to continue her studies in Chartered Accountancy, however after joining Keith's team, she quickly developed a love for client servicing in the wealth management field and redirected her path to be involved first hand with clients. She has completed her Canadian Securities Course and would like to work towards obtaining her Chartered Investment Manager designation in the future.
Cindy is a mother of four young children and takes every opportunity to spend quality time with her family and friends.
Donald Tulett is a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates. He co-founded Tulett Financial Services with Hugh Campbell in 1994. Prior to starting the company, Don worked at Bush Associates Ltd., a Montreal-based Investment Counsel firm. He graduated from Concordia University's with a Bachelor of Commerce in 1989 majoring in accounting.
Don is committed to building a strong relationship of trust with his clients. His expertise and education in investment management combine with his passion to provide his clients with unbiased, value-added personal wealth management.
Edmond Fhima is a licensed financial planner at Tulett, Matthews & Associates. He holds his financial planning designation through the Institute quebecois de planificationfinanciere (F.Pl.). In addition, he holds the Registered Financial Planner (R.F.P.) and Certified Financial Planner (CFP) designations. A financial planner for 27 years, most recently 10 years as a sole practitioner with EF Consulting and 17 years prior to that with T.E. Financial Consultants Ltd (a Nationally recognized leader in independent fee-only financial planning) as a Vice-president. Edmond's primary responsibility has been to provide financial planning and wealth management on a fee-only basis to a large client base consisting of senior executives of multinational companies, small business owners and private individuals.
As a senior financial planner, he currently provides clients with advanced strategies with respect to estate planning, insurance planning, cash flow and debt management, tax planning, investment planning as well as retirement planning. In addition he prepares tax returns for his clients.
Edmond graduated from Concordia University in 1987 with a major in marketing and a minor in small business management. He is married and a father of four children in high school, CEGEP and University. He enjoys watching his children succeed in their chosen fields.
Elizabeth Withenshaw is an Associate at Tulett, Matthews & Associates Inc. She works closely with the wealth management team to serve our clients and is dedicated to providing excellent service and building trusting relationships.
She has a Bachelor of Arts degree from Concordia University and has extensive experience in client services including client relationship management and implementation services.
Elizabeth is an avid gardener who also enjoys reading and spending quality time with her husband and family.
Hugh Campbell is a Partner at Tulett, Matthews & Associates and is responsible for legal, accounting and other administrative functions of the firm. Hugh is a Chartered Accountant and is also responsible for overseeing the tax preparation services offered to the clients of the firm. He graduated from McGill University with a BSC in Neurobiology & Physiology and later completed a diploma in Accounting at McGill before completing his CA.
Prior to joining Tulett Financial, Hugh worked for ten years at Price Waterhouse Coopers (PWC) completing his career as manager in the small and medium business group. Married and the father of three daughters attending college and university, Hugh leads an active life outside work in both community and charitable organizations.
Jackson Matthews is an Associate at Tulett, Matthews & Associates. He holds a Bachelor of Commerce degree from The University of Victoria and is currently enrolled in the Canadian Securities Course. Throughout his studies and co-op internships, Jackson realized that his interests lie within the financial services industry.
Jackson has completed an internship at Tulett, Matthews & Associates where he was a junior Associate. He then completed two internships at the business valuation firm XPS Group Inc. as a Junior Business Analyst. He is beginning his professional career at TMA and strives to offer the highest form of client servicing in his client support role.
His favorite pastimes include fitness, rugby, cribbage, chess, and reading.
Job Titles:
- Associate Portfolio Manager
Julie Desrosiers is an Associate Portfolio Manager at Tulett, Matthews & Associates. Julie holds the CIM designation and is currently working towards obtaining her Portfolio Manager designation. Prior to joining Tulett Matthews, Julie worked at PWL Capital with Keith Matthews as an integral part of the client servicing team.
Julie has a Bachelor of Commerce from HEC, and has over twenty years' experience in the financial services industry, having worked at RBC Dominion Securities, National Bank Financial and Jarislowsky Fraser.
Her favorite pastime is traveling to different countries and experiencing and seeing diverse and different cultures.
Keith Matthews is a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates. He has worked in the financial services industry since 1987, and holds an MBA from The University of Western Ontario. Keith left the institutional investment management industry in 1997 to work directly with private investors because he wanted to make a difference. He felt that he could have a positive impact on helping individuals create a successful investment experience.
Keith is married and a busy father of three children in college. He is active volunteer and organizer in his community based junior rugby program.
Job Titles:
- Associate Portfolio Manager
Lawrence Greenberg is an Associate at Tulett, Matthews & Associates. He holds a Bachelor of Commerce degree from Concordia University and is currently a CFA Level 2 candidate. Over the course of his studies and multiple co-op internships, Lawrence discovered his passion lies in working alongside private clients and helping people make sense of their complex financial lives.
Lawrence has experience as a Financial Advisor at Scotiabank as well as a Wealth Associate at Pavilion Investment House, where he worked with families in a private wealth management setting. Lawrence values the importance of financial literacy and aims to help families achieve financial freedom through a global wealth management approach.
His favourite pastimes include cycling, skiing and travel.
Job Titles:
- Associate Portfolio Manager
Marcelo is an Associate at Tulett, Matthews & Associates. Marcelo holds a Bachelor of Arts, Specialization in Economics and a major in Political Science from Concordia University. After finishing his studies, he decided that he wanted to work in a field that allowed him to help people and cultivate his intellectual curiosity. Wealth Management provides that opportunity for him.
After working at CIBC and Franklin Templeton Investments he realized that investments are his passion. Marcelo decided to make the move to Private Wealth Management in order to grow professionally in an environment where the client is priority number one.
Marcelo is an avid reader and also enjoys being active outdoors and spending time with friends and family.
Oxana Timbaliuc is an Associate at Tulett, Matthews & Associates Inc. She makes sure the clients are served at high level and their servicing expectations are met. Prior to joining TMA, Oxana worked at the Bank of Montreal and she has over 5 years of customer servicing in the financial field.
Oxana graduated in 2004 with a Bachelor of Education in Moldova, but decided to start a new career in the financial services industry when she came to Canada.
Oxana is passionate about languages and literature. She speaks 5 languages and her favorite author is Ernest Hemingway. She loves working with kids and organizing educational activities for her son and his friends.
Ruben Antoine is a Portfolio Manager at Tulett, Matthews & Associates. Ruben holds a Bachelor of Business Administration from HEC. He is also a Chartered Accountant and a CFA Charterholder. Ruben started his career at a boutique accounting firm where he provided accounting and tax services to business owners. He has also worked for Deloitte in auditing money managers internationally, and then moved to London (UK) to work for the investment firm ESO Capital. Prior to joining Tulett Matthews, Ruben was a Vice President at Maples Group in Montreal, responsible for investment funds operations.
Ruben is specialized in private wealth management working with a diverse group of clients that includes professionals, entrepreneurs, senior executives of large companies and retirees. His role is to provide them with unbiased financial advice on structuring their investment portfolios and preserving their wealth.
In his free time, Ruben enjoys spending time with family and friends, and traveling the world.