Business Details
Your Trusted Retirement Planning Partner in Peterborough
Matthews & Associates is a retirement-focused financial planning firm dedicated to providing personalized, values-driven guidance. With over two decades of experience serving clients in Peterborough, Ontario, we specialize in creating comprehensive strategies that align financial decisions with individual life goals. Our team of certified professionals employs a holistic approach, integrating retirement income planning, tax optimization, risk management, and estate planning.We emphasize transparent communication, long-term relationship-building, and adaptive strategies that evolve with clients' changing needs. Our commitment to client education through podcasts, webinars, and personalized consultations ensures informed decision-making. Recognized for our integrity and client-first philosophy, we help individuals and business owners navigate complex financial transitions with confidence and clarity.
Services
Retirement Income Planning
Tax Planning
Risk Management
Estate Planning
Business Planning
Highlights and features
- We offer personalized retirement planning tailored to individual values and life goals.
- Our team includes Certified Financial Planners with decades of combined experience.
- We provide integrated strategies combining retirement, tax, and estate planning.
- Our transparent communication ensures clients understand every financial decision.
- We maintain long-term relationships built on trust and ongoing financial guidance.
Associations and certifications
- Canadian Investor Protection Fund (CIPF)
- Canadian Investment Regulatory Organization (CIRO)
- Certified Financial Planner (CFP)
What people say
In-depth insight
Clear communication
Knowledgeable team
Personalized approach
Trustworthy organization
Services
Retirement Income Planning
We help clients create sustainable income streams for retirement by coordinating all financial assets and income sources. Our approach ensures tax efficiency while maintaining long-term financial security. We focus on minimizing risks and maximizing opportunities for future generations through comprehensive retirement income planning.
Tax Planning
Our tax planning services focus on minimizing lifetime tax liability through strategic withdrawal planning and coordinated income source management. We analyze RRSP/RRIF withdrawals, government benefits, and investment strategies to optimize tax efficiency throughout retirement.
Estate Planning
We specialize in creating estate plans that preserve wealth for beneficiaries while minimizing tax implications. Our services include document review, trust planning, and coordinated strategies to ensure assets are distributed according to clients' wishes with maximum tax efficiency.
Business Planning
We help business owners integrate personal financial goals with business strategies. Our services include succession planning, exit strategies, and tax-efficient transition planning to ensure both business continuity and personal financial security during ownership changes.
Risk Management
Our risk management approach identifies potential threats to financial security and implements protective measures. We develop customized insurance strategies and contingency plans to safeguard against long-term care needs, critical illnesses, and market volatility.
People
Joe Curry
President, Financial Planner
Certified Financial Planner with over 15 years of experience in retirement planning. Former commercial account manager with 8 years in financial services. Specializes in creating personalized retirement strategies that align with client values and life goals.
Kate Wilson
Associate
Honours BA graduate with 12 years of financial services experience. Former commercial account manager focused on building lasting client relationships through integrity and approachability. Specializes in retirement planning and client relationship management.
Ben McArthur
Client Service Representative
Business administration graduate with finance specialization. Focuses on client service and financial education. Brings analytical skills and relationship-building expertise to support clients' financial planning needs while emphasizing trust and integrity.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, tax optimization, risk management, and estate planning tailored to individual goals and circumstances.
How do you work with business owners?
We integrate business planning with personal financial strategies, offering succession planning, exit strategies, and tax-efficient transition planning to ensure both business continuity and personal financial security.
What makes your approach different from other advisors?
Our values-driven approach focuses on understanding clients' unique life stories and financial values to create personalized plans that evolve with changing needs and circumstances.
How are you compensated for your services?
We use transparent fee structures aligned with the services provided. Our compensation model emphasizes long-term relationships rather than product sales or commissions.
Do you offer one-time consultations or ongoing planning?
While we focus on long-term relationships, we offer introductory strategy sessions to help clients understand their options before committing to ongoing planning services.
How do you handle investment management?
Investment services are offered through our partner firm Aligned Capital Partners Inc., with strategies tailored to individual risk tolerance and retirement goals while maintaining CIPF protection.
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