Matthews + Associates is a retirement-focused financial planning firm based in Peterborough, Ontario. Clients appreciate the clarity, simplicity, and freedom that comes from working with this professional advisor. The firm provides exceptional investment management and retirement planning services, developing holistically tailored financial plans specific to each person's unique situation and goals. Reviews note their proactive approach, which provides a sense of security, safety, and peace of mind. Clients are impressed by their knowledge, professionalism, attentive listening, and transparent communication. They are seen as reliable, trusted partners committed to excellence and securing financial futures, making them highly recommended for expert guidance.
We always enjoy the M&A newsletter. It is nice to hear about and see how the team is doing. The “Word from Joe” was especially good timing considering the current state of the world. Keep up the good work. Chris and Sharon Brown
January 2026
The whole team provides clear and timely communication, and takes the time to ensure everything is understood. I have never felt rushed or like a number, as they prioritize a warm, personable, and professional approach. They have provided financial services to my two generations of my family, and we have absolutely no... read full comment
May 2024
Exceptional experience with Matthews and Associates Canada! Their team provided personalized solutions perfectly suited to my financial needs.
