Matthews + Associates - Peterborough, Ontario

James R.

I had an exceptional experience with Joe and his team at Matthews + Associates.

I participated in two seminars held at Trent University over the course of two weeks in 2025 and recently booked their Strategy Session with great success.

First, the seminars at Trent contained well prepared presentations and Joe is excellent at engaging his audience. I highly recommend the seminars to anyone who is starting out with their retirement planning and yearning for some guidance on how to get going. I would add that commencing the planning activities at least two to three years ahead of retirement is critical.

I also did the Strategy Session with Joe and his team. We started with an introductory call and there were a few emails exchanged to make sure I was on the right track with completing the intake form. They shared a secure document site for me to upload account statements, pension statements, and a host of other information for them to review ahead of the session.

They definitely came prepared to the one hour meeting for the Strategy Session. I met with Joe and his associate Kate. It was clear from the outset that they took the requisite time to review my submissions, evaluate my assumptions and make an assessment of my overall approach to preparing for retirement. They provided ample commentary and shared important insights and advice that I will utilize in charting my next steps. We discussed key topics such as retirement income, including OAS and CPP, fundamental ideas around how to invest, and they provided key advice I was looking for regarding debt, including my mortgage.

The Strategy Session has excellent value and I would highly recommend this to anyone who is serious about either planning their retirement journey or looking for a course correction in early retirement.

I will continue to follow Joe's blog and podcast - these are vital resources that continuously provide me with valuable information.

Susan M.

Joe and his team stood out from other advisors by providing the in-depth insight and clarity I had been missing elsewhere. They made sure I knew exactly where I stood in terms of retirement, and Joe's use of visuals to map everything out made it easy to understand and feel confident in my decisions. The previous advisor I worked with didn't provide the same level of detail or support, but Joe's approach was a complete shift—I always feel informed, secure, and empowered.

The whole process was smooth and exceeded my expectations. Joe goes above and beyond to ensure I understand every step, always taking the time to explain things in a way that’s easy to grasp. Communication is clear, timely, and effective.

The Matthews team is not only professional but also genuinely attentive. They care about the small details (like the thoughtful welcome sign on the door each time I visit), making me feel truly valued. I highly recommend Joe and his team to anyone looking for an approachable, knowledgeable advisor who genuinely puts clients first.

matthew H.

We’ve had a wonderful experience working with Joe and his team for our retirement planning. From the start, we appreciated the approachable, small business feel of the firm, which made us feel right at home. Joe's expertise in retirement planning was evident from our first meeting, and we really liked that he's young enough to be our advisor for the long term, providing us with confidence for our future.

The team’s communication has been exceptional throughout the process. They are transparent and make sure we feel involved in every step, which makes us feel like we're all working together toward our goals and on the same team. We also loved that they offer estate planning services, making them a true one-stop-shop for all our needs.

Overall, we feel very well cared for. We’d happily recommend Joe and the team to anyone looking for a knowledgeable, approachable, and thorough retirement planning experience.

Andy & Susan Hawrylow

Troy C.

Wow! Exceeded expectations.

I'm a do it yourself investor/retirement planner and just wanted a pro to review my plan and look for any holes/problems for a fee. Joe reviewed my plan, gave me 7 solid tips, and educated me on two things I had never heard of that could be useful.

I was very impressed with Joe, he is very knowledgeable and most importantly he has integrity, which in the investment advisory business, is very rare.

I highly recommend Matthews & Associates.

Ronald T.

I have been a client of Matthews and Associates for more than 8 years. The level of support and service is excellent. Joe is knowledgeable and helps educate his clients to understand the impacts of potential investments on both short and long term goals. His team is always friendly and helpful providing outstanding service. I highly recommend this team of experts to anyone looking for someone that you can trust with the management of your financial assets as you move into retirement. Many thanks to the Matthews + Associates team.

Beverly B.

The Matthews + Associates Team are personable, professional and knowledgeable in their dealings with clients. I have limited background in financial matters but am never made to feel that any questions I ask are a waste of time. I never feel pushed into making decisions regarding my money. The Team contacts their clients on a regular basis to ensure the clients are fully informed regarding investing strategies and any financial updates. I have confidence in the Team knowing they are working on my behalf so I can be free from financial stressors. I highly recommend Matthews + Associates to anyone searching for a financial advisor.

Diane M.

Joe Curry and the team at Matthews and Associates are friendly, organized and professional. Joe is knowledgeable and and incredibly helpful. He makes himself available via many modes of communication. When I meet with Joe, he is prepared and accommodating. I feel confident and secure working with Joe to achieve my financial goals. Thank you.

Michael B.

Matthews and Associates has taken a very active approach to our retirement. Communication from your investment advisor is probably the most important part of your retirement. With Matthews that stress or worry has been eliminated with their engaged commitment to their clients.

You are never to young to start preparing for your retirement years and having Matthews steer that is the way to go!

Thank you Joe and Bev!