Company Profile
Susan Y. Watier, FLMI
Manager, Employee Benefits
susan@matheisteam.com
905.837.2600 ext. 11
Susan Watier joined Matheis Financial Group in November 1998. As Manager of Employee Benefits, Susan maintains ongoing contact with all group insurance and specialty insurance program providers. Susan’s responsibilities include all aspects of the Matheis group benefits business in marketing, renewals, administrative and data integrity, interim and retrospective reports. Susan acts as a liaison between the client plan administrators and the program providers. She provides administrative support and technical expertise in a partnering environment for a select group of clients. While responsible for daily administration, case flow, member communications and materials, Susan also conducts detailed market surveys and costing analysis while responsible for sales of specialty coverage, individual health and dental products.
With more than 37 years in the Group Insurance industry Susan brings a wealth of knowledge and experience with an extensive background in sales and underwriting support, client service relationship, contract issue and communications.
Upcoming Events
January 26, 2012
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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"
