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Personal Financial Services

MATHEIS FINANCIAL GROUP- Financial Services

 Our role in financial planning goes well beyond merely analyzing your existing assets and determining how much must be saved to reach a particular goal. A proper financial plan should also assist you in developing realistic objectives and lifestyles and to help ensure that you are aware of the decisions and adjustments that may have to be made along the way. 

 For information on:  
  - Personal Financial Services
  - RRSP and Investment Planning
  - Financial Products
  - Online Financial Calculators

Please visit our team website at
www.thematheisteam.ca

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Upcoming Events

January 26, 2012

At this time there are no upcoming events. Please check back for future events.   read more

Newsroom

January 26, 2012

Canadians Know They Should Save, But Don’t

One-third of Canadians in their 40s (32 per cent) admit they haven't yet opened a registered retirement savings plan (RRSP) even though they realize they should...   read more

January 24, 2012

Paying Off Credit Cards Highest Priority

Canadians are not taking the necessary steps to achieve financial peace of mind in retirement, says a survey from ING DIRECT. It found more than half of Canadians (58 per cent) don't feel financially prepared for retirement...   read more

January 20, 2012

Young Canadians Using RRSPs

The ‘22nd Annual RBC RRSP Poll’ shows that 43 per cent of Canadians between the ages of 18 and 34 now hold RRSPs. This represents a shift from last year when the number of younger Canadians holding RRSPs dropped to its lowest point in almost a decade   read more

Testimonials

" Harry Matheis and his associates are always very informative and knowledgeable on the topic of Financial Planning. Harry speaks to everyone in terms they can understand and always tries to make it enjoyable for everyone with some humour along the way. He walks you through what you should be thinking about prior to retirement, what you should have in place and what would be "nice" to have in place. During his sessions at Rouge Valley Health System he gets employees thinking about the future and where they want to be when they retire. He condenses a day session on Financial Planning into an hour and a half and everyone leaves feeling very informed and eager to start thinking about their future!~ Kerri McMullen, Rouge Valley Health System"