We believe true wealth can only be achieved by establishing your financial freedom, which opens future opportunities for those you love.

We’re on a Mission

At Matthews + Associates, we are committed to simplifying your journey to financial freedom.

Our Vision is Clear

To establish true wealth for people and their families every day.

Meet your team at Matthews + Associates

Matthews + Associates has the knowledge and expertise to help you reach your retirement goals.

Joseph Curry

Joseph Curry, B.Sc., CFP, CHS
President, Financial Planner
Matthews + Associates

Joe is the host of Canada’s fastest-growing retirement podcast, Your Retirement Planning Simplified. He specializes in helping retirees and people within a few years of retirement (work-optional) achieve True Wealth. Joe believes True Wealth is a combination of achieving financial freedom, spending time doing the things you love with the people you love, and having the ability to create opportunities for those that matter most.


Joe is passionate about helping clients create a good plan for a great retirement. He works to create retirement income strategies that assist clients to reduce their lifetime taxes, and ensures they don’t outlive their money.


Joe began working in the financial industry in 2010 and has been an advisor for over ten years, starting in 2011. He is a Certified Financial Planner (CFP), Certified Health Specialist (CHS), and has a Bachelor of Science in Business Administration from Buffalo State College (State University of New York), where he played varsity hockey.


He continues to build his skills and knowledge in the financial planning industry through continuing education as well as being an active member of the Financial Planning Association of Canada (FPAC). He regularly receives mentorship from some of the top advisors in North America, and is passionate about learning and implementing best practices.


Joe strongly believes in doing the things you love with the people you love. He keeps active by playing hockey and golf and he also enjoys traveling. However, he is most passionate about spending time with his wife Ashley and their two young sons, Louis and Harry.


Joe’s Community Involvement

Volunteer for minor hockey
Founding member of Peterborough Business Network
Chair of Allied Professional Advisory Council at the PRHC Foundation
Member of Peterborough Estate Planning Council

Kate Wilson

Kate Wilson
Associate Advisor
Matthews + Associates

Kate grew up on a farm in Asphodel Township and has continued to call Peterborough County home, living with her husband Curtis and their two young children, Ilah and Stanley, in the small rural community of Norwood.


Kate received her Diploma with Honours in Human Resources Management from Sir Sandford Fleming College and her Honours BA from Trent University.


Kate has worked in the financial services industry for twelve years, eight of which in the role of Commercial Account Manager. In this role, her focus was on working with commercial clients through all stages of their lending needs, proactively managing the relationship, and becoming a trusted advisor.


With the core values of integrity, honesty and approachability at the centre of all her interactions, Kate has a passion for working with clients and developing lasting relationships based on mutual understanding and respect.


In her free time, Kate enjoys reading, adventuring locally, being engaged in her community, and spending time with family and friends.

Lindsay Wilson

Lindsay Wilson
Communcations & Client Care Coordinator
Matthews + Associates

Lindsay was born and raised on a cattle farm in Otonabee-South Monaghan, just outside of Peterborough. She attended the Integrated Arts program at Peterborough Collegiate Vocational School which instilled in her a life-long love of the arts. She was educated at Concordia University, where she received an MA in Creative Writing. After university, Lindsay lived and worked in Montreal, QC and Halifax, NS but wanted to return home to Peterborough to be close to family and friends.


During her years in Halifax, Lindsay worked for Canada Life and Great-West Life Assurance in Creditor and Group Disability insurance. She brings strong communication skills and meticulous attention to detail to her role as Client Care Coordinator with M+A from her five-plus years of insurance experience.


Lindsay has a background in the arts, making her passionate about communication. She is also an avid martial artist. She has been practicing Muay Thai for five years and loves the respect, humility, and teamwork that martial arts inspire. Outside of the gym, you can often find her hiking, walking, crafting, or pickle-balling. She also volunteers her time as Sunday School Coordinator for Keene United Church.


She is excited to join the M+A team and to offer her assistance to our clients to ensure that their transition into retirement is supported and seamless.