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Group Health & Pension Benefits

Success rarely happens by chance, especially when the issues are complex. Matheis Financial Group is committed to a strategic approach to bringing its clients the most effective, balanced solutions for their Health and Pension Benefits needs.

In Health Benefits, whether the solution lies in managed care initiatives, flexible benefits plan design, streamlined administration, better utilization of available information, wellness procedures or management of disability claims, Matheis will provide a custom made solution for your organization.

In Pension Benefits Consulting, whether we are addressing communication issues, creative plan design and options, technology concerns or provider audits, we work with staff and employee groups to ensure outstanding communication and smooth transitions, by cutting through clutter and limiting paper requirements.


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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

" The Matheis team has been invaluable in administering our group benefits and RRSP programs for many years. We rely on their extensive knowledge and excellent customer service. ~Robin Sarafinchan, NABET 700 CEP"