Member

Joe Curry

Matthews + Associates

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Joe Curry

Member Bio

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Specializations

Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Banking Commission
Fee based (AUM)
Insurance Commission

Professional Associations

CIFPs

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

Ontario
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