Joseph Curry B.Sc., Cfp, Cepa, Chs

Joseph Curry B.Sc., Cfp, Cepa, Chs Email and Phone Number

Helping you retire and maximize the value of your business along the way. Founder of RetirementPlanningSimplified.ca @ Matthews + Associates
Joseph Curry B.Sc., Cfp, Cepa, Chs's Location
Peterborough, Ontario, Canada, Canada
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?

Joseph Curry B.Sc., Cfp, Cepa, Chs's Current Company Details
Matthews + Associates

Matthews + Associates

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Helping you retire and maximize the value of your business along the way. Founder of RetirementPlanningSimplified.ca
Joseph Curry B.Sc., Cfp, Cepa, Chs Work Experience Details
  • Matthews + Associates
    Owner & Financial Planner
    Matthews + Associates Aug 2019 - Present
    Peterborough, Ontario
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  • Matthews + Associates
    Partner & Financial Planner At Matthews + Associates
    Matthews + Associates Jan 2017 - Aug 2019
    Peterborough, Ontario, Canada
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  • Retirement Planning Simplified
    Founder
    Retirement Planning Simplified 2021 - Present
    Peterborough, Ontario, Canada
    www.retirementplanningsimplified.ca
    View
  • Financial Planning Association Of Canada
    Member
    Financial Planning Association Of Canada Feb 2022 - Present
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  • Prhc Foundation - Allied Professional Council
    Chair
    Prhc Foundation - Allied Professional Council 2019 - Present
    Peterborough, Ontario, Canada
  • Peterborough Estate Planning Council
    Member
    Peterborough Estate Planning Council Sep 2017 - Present
    Peterborough Ontario
    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.
  • Advocis
    Member
    Advocis 2011 - Feb 2022
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  • Curry Financial Group Ltd.
    Financial Advisor
    Curry Financial Group Ltd. 2011 - Jan 2017
    Peterborough On
    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.
  • Insurance Protection Group Inc.
    Associate
    Insurance Protection Group Inc. 2012 - Jan 2016
    Norwood/Peterborough On
    Working with IPG to bring their clients the same level of service I currently provide my clients at Curry Financial Group Ltd.
    View
  • Sports Studio
    Hockey Player Extra
    Sports Studio Aug 2007 - Oct 2007
    Toronto, On
    Played 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

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.

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