Meet the Team Behind Your Retirement Plan
Matthews + Associates is a Peterborough, Ontario-based team dedicated to helping Canadians 50+ turn their savings into a reliable retirement paycheque. We focus on retirement income, tax, investment, and estate planning so you can make confident decisions about life after work.
Our Story
Matthews + Associates was founded by Randy Mather over 30 years ago and has been serving families in and around Peterborough for many years. I (Joe Curry) later took over the practice in 2016 and focused the firm entirely on helping Canadians 50+ navigate the transition into and through retirement. We are currently serving clients across 5 provinces.
My own interest in financial planning started when I was a teenager. During the dot-com crash, my dad, who was also in the industry, came home one evening after speaking with a client in her mid-70s. She called to thank him and said his advice was the reason she could still sleep at night. That moment stuck with me – good advice can change how someone experiences their life.
Today, as President and a Certified Financial Planner (CFP) professional, I lead a team that helps people simplify the complex parts of retirement: turning savings into income, making smart tax decisions, and coordinating investments and estate planning so everything works together.
Retirement Planning Simplified is the educational platform I created to teach Canadians 50+ how to make better retirement decisions; Matthews + Associates is the planning firm that turns those ideas into a personalized plan and ongoing advice.
Meet Your Team
Joe Curry, CFP, CEPA
President & Financial Planner
Joe owns and leads Matthews + Associates, setting the firm’s overall direction and making sure the planning work always reflects the firm’s philosophy. He still works directly with a select group of clients, but most day‑to‑day planning is delivered through the broader team. Joe spends much of his time overseeing strategy, reviewing complex situations, and creating educational content through the Retirement Planning Simplified podcast so clients and listeners can make better retirement decisions.
David Gillen, CFP, FMA
Senior Financial Planner
David is the primary architect behind most of our retirement plans. He builds and reviews the detailed income, tax, and planning models that sit underneath each client relationship, making sure the numbers add up and everything is coordinated. While Joe sets the overall strategy, David focuses on the technical work that turns that strategy into a practical, step‑by‑step plan.
Kate Wilson
Financial Advisor
Kate is often your first point of contact with the firm. She runs the 15‑minute Intro Calls, helps you understand our process, and makes sure the Retirement Plan Review is a good fit before you commit. For many clients she also serves as their primary advisor, leading review meetings, helping keep plans up to date, and coordinating with the planning and client care teams so recommendations actually get implemented. Ultimately, she is involved in every step of the client journey.
Hilary Morgan
Client Care & Practice Coordinator
Hilary keeps the practice running smoothly behind the scenes. She coordinates review meetings, manages our service calendar, and makes sure the small but important details don’t fall through the cracks. If something needs to get done or followed up on, Hilary is usually the one quietly making sure it happens.
Ashley Curry
Marketing & Client Communications
Ashley manages much of our educational content and communication under the Retirement Planning Simplified brand. She helps produce the podcast, organize blog content, and put together client updates and newsletters so you stay informed about what we’re doing and why. She’s focused on clear, helpful communication at scale rather than one‑to‑one advisory work.
Ready to Talk?
If you see yourself in the people we serve and want a clear, coordinated plan for your retirement, the best place to start is a short Introductory Call.
On this 15-minute call, we’ll learn a bit about your situation, explain how our Retirement Plan Review (Strategy Session) works, and confirm whether it’s a good use of your time and the $400 + HST fee. If it’s a fit, we’ll book your 60-minute Review at the end of the call.