Matthews & Associates

Since 1988, Matthews & Associates has been helping busy & successful Business Owners & Wealthy Retirees/Pre-Retirees with their insurance, estate & retirement planning. 

You are busy taking care of your business, family, clients etc. and you understand the value of working with a trusted professional to make sure your family’s financial well-being is properly looked after.

When you form a relationship with Matthews & Associates, you can spend more time focusing on your business & the people and activities you love!

 

Core Values

 Integrity

Working in your best interest   -   Confidentiality

Honesty

Transparency  -  Doing what we say we will

Work Ethic

Committed to the business   -   A team with over 80 years of financial services experience in our office  -  Committment to annual continuing education

Discipline

Our approach to planning, investments & helping our clients implement & stick with their plan

Randall T. Mather, B.Sc., CLU

Financial Advisor, Manulife Securities Investment Services Inc. 
President, Life Insurance Advisor, Matthews & Associates Insurance & Investment Services Ltd.


Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
rmather@matthewsandassociates.ca

Randall’s parent both came from humble beginnings, growing up with big families in rural Ontario during the Great Depression. From these humble beginnings they were able to raise and educate two children, own a home and cottage, retire at 60 and live comfortably the rest of their lives leaving a legacy for their family.

From his parents, Randall learned the importance of living within your means as well as implementing and embracing a disciplined financial plan in order to achieve financial security and peace of mind. The values of honesty, integrity, work ethic and discipline, the he learned from his parents, fuels the passion that runs this financial planning business.

Randall was born and raised in Peterborough, he also earned his degree at Trent University. Upon graduation he spend time travelling in Europe, before moving to and working in Edmonton. He joined North American Life in 1978 and it was there that he learned the fundamentals of the financial planning business.

Randall earned his Chartered Life Underwriting (CLU) designation in 1985, which recognizes an advanced understanding of insurance law, taxation, financial and estate planning. In 1985 he became President of Matthews & Associates Insurance and Investment Services, which at the time was a subsidiary of Matthews & Associates Insurance Brokers. Randall Had a staff of 5 full-time employees and they focused on Corporate Life Insurance needs.

In 2002 Randall bought out Matthews & Associates Insurance & Investment Services and in 2004 purchased the building we are currently located in at 478 Downie St., Peterborough. The business has since focused on financial and retirement planning for pre-retirees, retirees and business owners which, fits well with the demographics of Peterborough.

Almost 40 years in the business, Randall is still going strong!

Randall’s Community Involvement
  • Past President of Peterborough Red Cross
  • Past President of Peterborough Life Underwriter’s Association
  • Founding Member of Peterborough Executive Club
  • Founding Member of Peterborough Estate Planning Council
  • Long-time member of Peterborough Kinsmen Club
  • Coach and manager of several Peterborough Church league hockey teams

Joseph Curry, B.Sc., CFP, CHS

Financial Advisor, Manulife Securities Investment Services Inc.
Partner, Life Insurance Advisor, Matthews & Associates Insurance & Investment Services Ltd.

 

Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
jcurry@matthewsandassociates.ca

Growing up in a small town with a very supportive family, close relationships have always been important to Joe. This is something that easily translates to the way he does business. Joe focuses on building strong relationships with his clients. Joe went to University in Buffalo, where he played on the varsity hockey team and studied Business Administration. This taught him the importance of both hard work and team work. Both of which have become an important aspect of the way we run our business, recognizing that it takes a team to deliver the best client service experience.

Aside from hockey, Joe enjoys being active in the community and playing sports, especially golf and baseball. He also enjoys coaching and helping out with minor hockey, spending time with friends and family and doing as much travelling as possible with his wife Ashley and son Louis.

Joe is passionate about his career in the Financial Planning business. Joe started working in his dad’s office in 2010, he obtained his Life Insurance and Mutual Funds licences in 2011 and has since achieved his CFP (Certified Financial Planner, professional) and CHS (Certified Health Specialist) designations. Both of which have helped in to gain an advanced knowledge in Financial Planning for his clients. Like in sports, where the best teams have the best defence, Joe believes the best financial plans build a solid financial defence for their families and their business.

Joe loves his career because he is always meeting new people and able to continually challenge himself while making a positive difference in the lives of others

Joe's Community Involvement
  • Coaching minor hockey
  • Founding member of Peterborough Business Network
  • Member of Allied Professional Advisory Council at the PRHC Foundation

Mary Bray

Marketing Assistant,  Manulife Securities Investment Services Inc. 


Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
mbray@matthewsandassociates.ca

Mary joined Matthews & Associates in September 2004 after 14 years in the Financial Service industry in Toronto.

Mary is responsible for tracking and processing for the Investment accounts at Matthews & Associates.

Karen Masters

Marketing Assistant, Matthews & Associates Insurance & Investment Services Ltd.


Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
kmasters@matthewsandassociates.ca

Karen joined Matthews & Associates Insurance & Investment Services Ltd. in 1996. She manages the day to day operations of our group benefit business, life insurance, critical illness, disability and individual healthcare business. 

She spent the first part of her career working for Granada Canada managing client accounts and then moved to the “Office of the Employer Advisor” with the ministry of labour.

Karen was raised in Peterborough and attended Trent University and Sir Sandford Fleming College. She is an avid crafter, hockey/lacrosse fan and former horse racing owner. When not at work, she can be found in her garden, crafting new ideas, reading or knitting for children’s hospital.