Caldwell Wealth & Estate Advisory Ltd

Matrx Financial Group is a boutique investment management firm based in Kingston, Ontario, founded by father-son duo Randy and Darryl Cleary. With a client base spanning across Canada, they prioritize aligning their interests with those of their clients by investing their own money in the same funds they manage. The firm offers a range of investment options, including their own funds designed for performance-based compensation, and emphasizes a proactive, straightforward approach to financial consulting. Matrx Financial Group is also committed to community impact, supporting various philanthropic initiatives, particularly in Tanzania, where they have been involved in healthcare and educational projects since 2008. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.