MatRx Financial is the locally owned office that, along with Worldsource Securities and National Bank, completes the independent model. Our senior advisors own the business and therefore have their own money invested in the success of MatRx Financial and our clients.

We are a full-service firm providing strategies with access to various stock exchanges, bonds, managed funds and unique planning concepts. We leverage the power of private ownership and control to be more creative than the larger firms, and are free to choose our suggestions. We are not pressured to ‘sell products’ like agents of larger institutions often are. Further, we invest in the same portfolios we recommend to clients.

Service at MatRx is personal in nature and of a very high standard. We build long term relationships and, as such, our clients always know that we are accountable – the buck truly does stop here.

Advice for Entrepreneurs

Only a minority of people will take the time to understand how true wealth creation actually happens. If you are such a person, we would enjoy working together. If we did you will find that I would:

• Operate on a pay-for-performance basis.
• Create a tailored financial plan that is just for you, not a cut-and-paste document designed by a large institution.
• Be directly accountable to you by managing your affairs with a ‘buck stops here’ attitude.
• Accurately measure everything so you will always know exactly where your money is, what your real return on investment is, and what your true costs are.
• Provide clarity at all times by speaking your language, not the confusing jargon of the financial services industry.
• Have lots of experience with the goals and problems of the Small Business owner because this is my passion.

Learn more about Randy Cleary.