Matthews & Associates Insurance & Invest

Our Vision and Mission

At Matthews & Associates, we believe that true wealth can only be achieved by establishing financial freedom, which opens future opportunities for those you love. Our vision is clear: to establish true wealth for people and their families every day.

Our Team

Meet your team at Matthews & Associates, dedicated to simplifying and securing your path to financial freedom. Our team of experts is committed to guiding you towards a prosperous and secure financial future.

Joseph Curry, President, Financial Planner

Joe is the host of Canada's fastest-growing retirement podcast, Your Retirement Planning Simplified. He specializes in helping retirees and people within a few years of retirement (work-optional) achieve True Wealth. Joe believes True Wealth is a combination of achieving financial freedom, spending time doing the things you love with the people you love, and having the ability to create opportunities for those that matter most.

Services

We offer a comprehensive range of services to help you achieve your retirement goals. Our approach is tailored to your unique needs, goals, and timeframe. We guide your investments, tax, and income decisions while minimizing your potential threats.

Good Savers

Our services are typically reserved for the following retirement-conscious individuals:

• Approaching or in retirement
• Good savers who have accumulated investment and retirement assets of $500,000 or more
• Value professional advice

Investments/ACPI

At Matthews & Associates, we believe that true wealth can only be achieved by establishing financial freedom, which opens future opportunities for those you love. Our investment strategies are designed to help you achieve your retirement goals, while minimizing your potential threats.

About Our Process

At Matthews & Associates, we believe that there is no one-size-fits-all approach to retirement planning. We take a holistic approach, developing a comprehensive plan unique to your goals, cash flow, and timeframe. We guide your investments, tax, and income decisions while minimizing your potential threats.

About Us

We believe true wealth can only be achieved by establishing your financial freedom, which opens future opportunities for those you love. We're on a mission to simplify and secure your path to financial freedom. Meet your team at Matthews & Associates, dedicated to guiding you towards a prosperous and secure financial future.