H. W. (Harry) Matheis, CHS, EPC
President
harry@matheisteam.com
905.837.2600 ext. 16
In 1985, with a determined vision in mind, Harry Matheis formed Matheis Associates Benefits Consultants Inc., which has grown to the multi-faceted "boutique" firm now known as Matheis Financial Group. Today, the firm's unique approach serves individuals, professionals and corporations across North America in wealth management, company sponsored benefits, savings programs and human resources services.
Harry gained his experience with a degree in Social Sciences from Centennial College and York University. He continued his studies at Ryerson in Marketing and Business.
Harry has extensive experience working with individuals, professionals and corporations as their advocate conducting analysis, recommending solutions, and developing key strategies, with one purpose, to help clients and companies identify and reach their goals.
Harry is a 25 year member of The Financial Advisors Association of Canada – Advocis, former President of the Durham Chapter; the Canadian Investment Funds Institute of Canada (IFIC). He is an active member of Canadian Pension & Benefits Institute (CPBI), and the Retirement Planning Association of Canada (RPAC), and holds the Elder Planning Counselor designation (EPC) and Certified Health Insurance Specialist (CHS) designation. Harry has contributed to his field by chairing various advisory boards in the pension, insurance, employee benefits and disability management areas and he has written many articles for industry and trade magazines and journals.
In his spare time Harry enjoys golfing, travel, is an avid Formula 1 racing fan, wine enthusiast and he loves spending time at the family cottage in the Kawarthas.