Because the proprietor and lead monetary planner of Matthews + Associates, a number one retirement-focused monetary planning firm in Peterborough, Ont., Curry is a Licensed Monetary Planner, Licensed Exit Planning Advisor and a member of the Monetary Planning Affiliation of Canada.
He has at all times believed that true wealth is extra than simply monetary freedom. It’s about doing the belongings you love with the individuals you’re keen on, and creating future alternatives for the subsequent technology.
A bit extra about Curry: He retains energetic by taking part in hockey and golf. He additionally enjoys travelling. Nonetheless, he’s most captivated with spending time along with his spouse Ashley and their two younger sons Louis and Harry.
| Companies | • Monetary Planning • Funding Planning & Implementation |
| Specializations | • Complete Monetary Planning • Retirement Earnings Planning • Enterprise Exit Planning |
| Cost Mannequin | • Charges paid by shoppers primarily based on property managed by advisor • Charges paid by shoppers for recommendation (not primarily based on property) |
| Languages written and spoken | • English |
What are three companies which can be distinctive to you?
“I focus on retirement earnings and tax planning. I additionally do business-value constructing and exit planning to assist maximize enterprise worth and make a clean transition from enterprise proprietor to a lifetime of money and time freedom.”
Why did you develop into a planner?
“My actual begin in monetary planning occurred after I was 15 years previous. My father, who additionally works within the trade, got here house from work one night time across the peak of the dot-com crash, after he’d simply spoken to a consumer. She was in her mid-70s and he or she referred to as to let him know that the good recommendation he’d given her was permitting her to sleep at night time. At that early age, I acknowledged the affect of sturdy, clear recommendation.”
What’s your method to monetary planning?
“At my agency, we consider monetary planning is about recommendation, first. We additionally consider that in at the moment’s world, no single particular person may be all issues to all individuals. That is why we focus on serving to these approaching retirement and people seeking to exit their enterprise within the subsequent 5 years make a profitable transition.”
What’s your proudest achievement as a monetary planner?
“Encouraging and serving to an aged consumer make a considerable early inheritance present to her grownup kids. The enjoyment she shared with me at our follow-up assembly was unbelievable. She was positive to share precisely how all of them reacted and deliberate to make use of the early inheritance.”
What’s a consumer success story you possibly can share?
“I’ve numerous tales about how potential shoppers come to our first technique session. They’re scared to learn the way lengthy they must work to help their way of life, solely to stroll out of that assembly with readability on what truly is feasible. And, in lots of instances, they’re already able to retire.”