Company Profile
Overview
Matheis Financial Group
Advisors for you and your business.
Matheis Financial Group's Head Office is located in Pickering Ontario (since 1986) with a client base of individual, professional and corporate clients who have been with the firm more than 20 years.
Matheis Financial Group provides financial advice to you and your business in matters of financial planning, corporate benefit programs, pension and savings plans, as well as Human Resources best practices. This proven business model appeals to clients by offering an attractive value proposition that combines these related disciplines and delivers a strategic approach for individuals and companies.
Our individual planning services span comprehensive financial, wealth and estate planning through to insurance, health, long term care and risk assessment solutions
The firm’s corporate practice works with companies ranging in size from small businesses up to medium size businesses of 1,000+ employees. Our experience has been extensive in manufacturing based industries, communication, motion picture, television, health care and not for profit agencies, located throughout North America, the Caribbean, Europe and emerging Asia.
Unique services also provided by our firm include customized pre-retirement symposiums, employee information sessions, professional counseling, orientation or exit interviews, or specific communication assignments as required by clients.
Our commitment to corporate clients is to understand the employer’s corporate philosophy and to ensure this philosophy integrates with workplace demographics delivering value in company sponsored programs at a reasonable cost.
Upcoming Events
January 26, 2012
At this time there are no upcoming events. Please check back for future events.
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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
" 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"
