Member

Joe Curry

Peterborough

Matthews + Associates

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Joe Curry

Member Bio

(This member hasn't written a bio yet!)

Joseph's clients include wealthy retirees and people within 5 years of making the transition to retirement. Matthews + Associates helps you get your financial house in order so you can spend more time doing the things you love with the people you love.
We help you answer questions such as:
- Can I afford to retire?
- Am I paying too much tax?; and
- Can I eliminate or reduce any threats to my retirement?

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Estate Planning
Financial Planning
Investment Management
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Banking Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)
Insurance Commission

Professional Associations

Local Estate Planning Counsel

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
Prince Edward Island
Saskatchewan
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.