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Get Clarity on Your Retirement
The Retirement Puzzle is a simple, intuitive framework that helps connect the pieces of your financial life, so you can move toward retirement with more clarity and confidence.
Stop wondering if you're on track. This webinar connects every piece of your retirement — spending, savings, assets, and estate — into one clear picture, so you can move forward with clarity and confidence.
Solve Your Retirement Puzzle
A clear framework to turn financial complexity into confidence, because you shouldn't have to solve this puzzle alone.
01
Your Retirement Spending
Puzzle pieces: Go-go years, slow-go years, no-go years. What does the life you want actually cost? We'll help you build a realistic, honest picture of your future expenses.
02
Savings & Income Sources
Puzzle pieces: RRSPs, TFSAs, pensions, IPPs, non- registered savings, your savings rate, CPP, OAS, we'll show you how to sequence and draw from these intelligently.
03
Fixed Assets & Business
Puzzle pieces: Home, cottage, investment property, business or a potential inheritance.
04
Assumptions &
What-if Scenarios
Puzzle pieces: Return assumptions, asset allocation, management fees, taxes, inflation, what-if scenarios
05
Stress Test Your Projections
Puzzle pieces: Longevity risk, market risk, sequence of returns risk
Your host
About Tulett, Matthews & Associates
For over 30 years, Tulett, Matthews & Associates (TMA) have helped hardworking Canadians build and protect their financial futures. Our advisory team offers a rare combination of portfolio management, retirement planning, estate planning, and tax preparation, all under one roof and licensed across all 10 provinces. Our advice is independent, unbiased, and conflict-free, grounded in an evidence-based investment philosophy that favours science over speculation. Whether you're years away from retirement or approaching it fast, we provide the clarity and personalized guidance you need to feel financially secure for life.
Keith Matthews
Keith is the Managing Director at TMA and a leading voice in evidence-based investing in Canada. As author of the bestselling book The Empowered Investor, he has spent his career bringing clarity, independence, and disciplined investment thinking to Canadian families. Keith believes that great financial advice should be simple, transparent, and built around your life, not around products or commissions. His approach is guided by one principle: clarity over complexity.
This webinar is right for you if...
You've accumulated $1MM or more and want a second opinion
Retirement is 5–15 years away and starting to feel real
Nothing is broken, you just want everything to fit together clearly
You feel uncertain whether your savings will truly support your lifestyle
You want clarity on taxes, income, and estate planning, not just investments
You value independent, evidence-based advice over
product-driven recommendations
Ready to solve your
Retirement Puzzle?
Free to attend
Tulett, Matthews & Associates works with clients typically 5–15 years from retirement, who hold $1,000,000 and more of investable assets and want independent, jargon-free guidance on their entire financial picture.
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