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SUGGESTED RESOURCES
Matheis Team Financial is a leader in Benefit Plan Design. We strive to provide exceptional service to all our clients and look to extend personalized care through our website.

FINANCIAL WEBSITES
The Matheis Team – www.thematheisteam.ca
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. 

Investment Planning Counsel - www.ipcc.ca
At Investment Planning Counsel, we possess an enduring commitment to help you live your dream and make the process of wealth management simple and straightforward.

Bank of Canada - www.bankofcanada.ca
The Bank of Canada's responsibilities focus on the goals of low and stable inflation, a safe and secure currency, financial stability, and the efficient management of government funds and public debt.

Advocis - www.advocis.ca
As a single organization, Advocis represents thousands of professional advisors from coast to coast. Advocis members advise their clients on the short- and long-term financial needs of inpiduals, families, and owners of small and medium-sized businesses

Bloomberg - www.bloomberg.com
Bloomberg's global capital markets tables are your fastest source for access to the most comprehensive information available. See what they can tell you today

GOVERNMENT WEBSITES
The Department of Human Resources and Skills Development
www.hrsdc.gc.ca

The Canadian Human Rights Commission
www.chrc-ccdp.ca

Canada Revenue Agency
www.cra-arc.gc.ca

Financial Services Commission of Ontario
www.fsco.gov.on.ca

Canadian Association of Pension Supervisory Authorities
www.capsa-acor.org

Ontario Ministry of Health
www.health.gov.on.ca

Health Canada
www.hc-sc.gc.ca

Ontario Ministry of Health
www.health.gov.on.ca


OTHER WEBSITES
The Globe and Mail
www.theglobeandmail.com

Benefits & Pension Monitor Magazine
www.bpmmagazine.com

Benefits Canada
www.benefitscanada.com

International Foundation on Employee Benefit Plans
www.ifebp.org


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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"