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Inside ETFs Canada
October 17 - 19, 2022
HiltonToronto, ON

Joseph Curry B.Sc., CFP, CHS
President at Matthews + Associates

Profile

Joe specializes in helping retirees and people within a few years of retirement (work-optional) achieve True Wealth. He 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.
 
 Joe is passionate about helping clients create a good plan for a great retirement. He works to create retirement income strategies that assist clients to reduce their lifetime taxes, and ensures they don't outlive their money.
 
 Joe began working in the financial industry in 2010 and has been an advisor for over ten years, starting in 2011. He is a Certified Financial Planner (CFP), Certified Health Specialist (CHS), and has a Bachelor of Science in Business Administration from Buffalo State College (State University of New York), where he played varsity hockey.
 
 He continues to build his skills and knowledge in the financial planning industry through continuing education as well as being an active member of the Financial Planning Association of Canada (FPAC). He regularly receives mentorship from some of the top advisors in North America, and is passionate about learning and implementing best practices.
 
 Joe strongly believes in doing the things you love with the people you love. He keeps active by playing hockey and golf and he also enjoys traveling. However, he is most passionate about spending time with his wife Ashley and their two young sons, Louis and Harry.

Agenda Sessions

  • Becoming an Independent Advisor

    2:10pm