Joseph Curry B.Sc., Cfp, Cepa, Chs Email and Phone Number
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?
Matthews + Associates
View-
Owner & Financial PlannerMatthews + Associates Aug 2019 - PresentPeterborough, Ontario -
Partner & Financial Planner At Matthews + AssociatesMatthews + Associates Jan 2017 - Aug 2019Peterborough, Ontario, Canada -
FounderRetirement Planning Simplified 2021 - PresentPeterborough, Ontario, Canadawww.retirementplanningsimplified.ca -
MemberFinancial Planning Association Of Canada Feb 2022 - Present -
ChairPrhc Foundation - Allied Professional Council 2019 - PresentPeterborough, Ontario, Canada
-
MemberPeterborough Estate Planning Council Sep 2017 - PresentPeterborough OntarioThe 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.
-
MemberAdvocis 2011 - Feb 2022 -
Financial AdvisorCurry Financial Group Ltd. 2011 - Jan 2017Peterborough OnOur 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.
-
AssociateInsurance Protection Group Inc. 2012 - Jan 2016Norwood/Peterborough OnWorking with IPG to bring their clients the same level of service I currently provide my clients at Curry Financial Group Ltd. -
Hockey Player ExtraSports Studio Aug 2007 - Oct 2007Toronto, OnPlayed a supporting role as a hockey player in the major motion picture "The Love Guru" starring Mike Myers, Jessica Alba and Justin Timberlake.
Joseph Curry B.Sc., Cfp, Cepa, Chs Education Details
-
Financial Planning Standards CouncilFinancial Planning And Services -
The Institute For Advanced Financial EducationLiving Benefits -
Marketing -
Marketing
Frequently Asked Questions about Joseph Curry B.Sc., Cfp, Cepa, Chs
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 the current company?
Joseph Curry B.Sc., Cfp, Cepa, Chs's current role is Helping you retire and maximize the value of your business along the way. Founder of RetirementPlanningSimplified.ca.
What schools did Joseph Curry B.Sc., Cfp, Cepa, Chs attend?
Joseph Curry B.Sc., Cfp, Cepa, Chs attended Financial Planning Standards Council, State University Of New York College At Buffalo, The Institute For Advanced Financial Education, Niagara College, Fleming College.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial