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Simplify Your Retirement Planning

Reduce Taxes | Invest Smarter | Build TRUE Wealth


Get Your Free Retirement Assessment


Matthews and Associates focuses on Holistic Retirement Planning for individuals over age 50 

 

Who we serve

Approaching or in Retirement - Our clients are generally over 50 and are retired or want to know they have the ability to retire one day.


Good Savers - Our clients tend to be diligent savers, who have accumulated investment and retirement assets of $250,000 or more.

Value Professional Advice – Our clients want to delegate all retirement planning and investment management to an expert so they can spend time on the things that matter most to them.

Your Free TRUE Wealth
Retirement Checkup

WHY - This process is designed to give you a framework for making an educated and informed decision about working with our firm. 


WHAT - A FREE holistic retirement assessment, resulting in actionable advice for improving your retirement success, improving your portfolio and reducing taxes. 

  • NO COST or OBLIGATION - We want you to know exactly how we can help you before you pay us a penny
  • Get the big answers to the 4 critical retirement questions

Step 1 - Intro Call

We start with a 15-minute introductory phone call to help us both make sure that our expertise matches your situation.








If we aren't the right fit for you, we will happily point you in the right direction to get the advice you need.

Step 2 – First Office or Virtual Meeting (your choice)

Like in medicine, prescription before evaluation and diagnosis is malpractice.

The goal of this meeting is to get crystal clear on your goals, concerns and unique financial situation.

We will take your answers to our questions, along with the data in the documents you provide us, to drive our analysis.  This will result in plain-English answers  to the critical retirement questions

Step 3 - Analysis & Second Meeting 

Here we apply our expertise to answer your critical retirement questions, such as

  • Can I afford to retire?
  • Am I paying too much tax?
  • Can I eliminate or reduce any threats to my retirement?
  • Can my portfolio be improved?

In this meeting we will review the answers to your critical retirement questions and give you actionable advice explaining exactly what you can do to achieve your financial goals.

At the end of this meeting we will ask if you would like to work with our firm or if you would like to SLEEP ON IT.


Step 4 - Sleep On It

Having been in business many years, we are in no rush for you to make a decision. We are interested in creating long-term relationships and want to make sure you are comfortable every step of the way. Prior to deciding whether we should work together, you will want to consider the following:

  • Do I like/trust/respect the team at Matthews + Associates?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

If you decide that we aren't a good fit to work together, we will wish you all the best.  There will never be a hard-sell or pressure to say yes.

Step 5 - Get Started!

At this point, all of your questions have been answered and you will have received an outline of the process moving forward.  We will meet to formalize our relationship and sign the paperwork, making sure there are no loose ends along the way.

We can't wait to get started helping you and your family!


Book Your Intro Call

Meet your team at Matthews and Associates

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

Joseph Curry Photo

Joseph Curry

Financial Advisor
Read Bio

Joseph Curry, B.Sc., CFP, CHS

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

Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
Joseph.Curry@manulifesecurities.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 two sons Louis & Harry.

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
  • Volunteer  with Peterborough minor hockey
  • Founding member of Peterborough Business Network
  • Member of Allied Professional Advisory Council at the PRHC Foundation
  • Member of Peterborough Estate Planning Council
  • Member of the 100 Men of Peterborough
Mary Bray Photo

Mary Bray

Marketing Assistant
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Mary Bray

Marketing Assistant,  Manulife Securities Investment Services Inc.

Tel: 705-743-9064
Toll-free: 866-862-3377
Fax: 705-876-0722
Mary.Bray@manulifesecurities.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 Photo

Karen Masters

Marketing Assistant
Read Bio

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.

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