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Joseph Curry B.Sc., Cfp, Cepa, Chs Email & Phone Number
Owner and Financial Planner
at
Matthews + Associates
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner and Financial Planner
Location
Peterborough, Ontario, Canada
Who is Joseph Curry B.Sc., Cfp, Cepa, Chs? Overview
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Quick answer
Joseph Curry B.Sc., Cfp, Cepa, Chs is listed as Owner and Financial Planner at Matthews + Associates, based in Peterborough, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Joseph Curry B.Sc., Cfp, Cepa, Chs.
Joseph Curry B.Sc., Cfp, Cepa, Chs previously worked as Owner & Financial Planner at Matthews + Associates and Partner & Financial Planner at Matthews + Associates at Matthews + Associates. Joseph Curry B.Sc., Cfp, Cepa, Chs holds Certified Financial Planner, Professional (Cfp), Financial Planning And Services from Financial Planning Standards Council.
Company email context
Email format at Matthews + Associates
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Matthews + Associates
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Profile bio
About Joseph Curry B.Sc., Cfp, Cepa, Chs
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?- Can I make improvements to my portfolio; and- Can I eliminate or reduce any threats to my retirement?
Current workplace
Joseph Curry B.Sc., Cfp, Cepa, Chs's current company
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Matthews + Associates
Website
AeroLeads page
11 roles · 15 years
Joseph Curry B.Sc., Cfp, Cepa, Chs work experience
A career timeline built from the work history available for this profile.
Owner & Financial Planner
Partner & Financial Planner At Matthews + Associates
Jan 2017 - Aug 2019
Chair
Prhc Foundation - Allied Professional Council
Member
Peterborough Estate Planning Council
The Peterborough Estate Planning council is a group of professionals who meet on a regular basis to stay on top of relevant Estate Planning topics and trends.
Member
2011 - Feb 2022
Financial Advisor
Curry Financial Group Ltd.
Our Mission is to educate and guide our clients using a team of financial professionals to address their unique needs. Know you. Advise you. Guide you.
2011 - Jan 2017
Associate
Working with IPG to bring their clients the same level of service I currently provide my clients at Curry Financial Group Ltd.
2012 - Jan 2016
Hockey Player Extra
Sports Studio
Played a supporting role as a hockey player in the major motion picture "The Love Guru" starring Mike Myers, Jessica Alba and Justin Timberlake.
Aug 2007 - Oct 2007
5 education records
Joseph Curry B.Sc., Cfp, Cepa, Chs education
Certified Financial Planner, Professional (Cfp), Financial Planning And Services
Financial Planning Standards Council
Bachelor Of Science, Business
Chs, Living Benefits
The Institute For Advanced Financial Education
Marketing
Marketing
FAQ
Frequently asked questions about Joseph Curry B.Sc., Cfp, Cepa, Chs
Quick answers generated from the profile data available on this page.
What company does Joseph Curry B.Sc., Cfp, Cepa, Chs work for?
Joseph Curry B.Sc., Cfp, Cepa, Chs works for Matthews + Associates.
What is Joseph Curry B.Sc., Cfp, Cepa, Chs's role at Matthews + Associates?
Joseph Curry B.Sc., Cfp, Cepa, Chs is listed as Owner and Financial Planner at Matthews + Associates.
Where is Joseph Curry B.Sc., Cfp, Cepa, Chs based?
Joseph Curry B.Sc., Cfp, Cepa, Chs is based in Peterborough, Ontario, Canada while working with Matthews + Associates.
What companies has Joseph Curry B.Sc., Cfp, Cepa, Chs worked for?
Joseph Curry B.Sc., Cfp, Cepa, Chs has worked for Matthews + Associates, Retirement Planning Simplified, Financial Planning Association Of Canada, Prhc Foundation - Allied Professional Council, and Peterborough Estate Planning Council.
How can I contact Joseph Curry B.Sc., Cfp, Cepa, Chs?
You can use AeroLeads to view verified contact signals for Joseph Curry B.Sc., Cfp, Cepa, Chs at Matthews + Associates, including work email, phone, and LinkedIn data when available.
What schools did Joseph Curry B.Sc., Cfp, Cepa, Chs attend?
Joseph Curry B.Sc., Cfp, Cepa, Chs holds Certified Financial Planner, Professional (Cfp), Financial Planning And Services from Financial Planning Standards Council.
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