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Matheis Team Financial

1101 Kingston Road, Suite 150,
Pickering ON Canada L1V 1B5
tel: 905-837-2600
fax: 905-837-2598

H. W. (Harry) Matheis, EPC
President
harry@matheisteam.com
905.837.2600 ext. 16

P.J. (Patti) Matheis, CHRP
Vice President, Human Resources Services
patti@matheisteam.com
905.837.2600 xt. 15

Geoff Campbell, B.A., CFP
Vice President, Individual Planning, Certified Financial Planner
geoff@matheisteam.com
905.837.2600 ext. 13

Doug Lagasse, CFP, EPC
Certified Financial Planner
doug@matheisteam.com
905.837.2600 ext. 20

Liiban A. Hersi, CFP, CIM, FMA, FCSI
Investment Advisor
Liiban.Hersi@ipcsecurities.com

905-420-4412

Alwin B. Fearon, CFP
Investment Advisor
Alwin.Fearon@ipcsecurities.com

905-420-3611

David Mannila, B.A., M.B.A
Benefits Consultant, Financial Advisor
david@matheisteam.com
905.837.2600 ext. 14

Mary-Anne Rogers
Manager, Executive Support Services
mary-anne@matheisteam.com
905.837.2600 ext. 17

Susan Y. Watier, FLMI
Manager, Employee Benefits
susan@matheisteam.com
905.837.2600 ext. 11

Talia-Jean Matheis
Manager, Marketing & Communications
talia@matheisteam.com
905.837.2600 ext. 12

Michael Krem
Client Services Administrator
michael@matheisteam.com
905.837.2600 ext. 38 

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Upcoming Events

November 05, 2009

At this time there are no upcoming events. Please check back for future events.  read more

Newsroom

September 1, 2007

Harry Matheis quote from "Benefits and Pensions Monitor" magazine

Taken from the September 2007 issue of Benefits and Pensions Monitor magazine, this article features an insight into what industry experts think they have learned in 100 issues of the magazine.   read more

June 21, 2008

Business Health: Summer 2008

businesshealth: Summer 2008 Click on the titles below to view the full article   read more

March 21, 2008

Business Health: Spring 2008

businesshealth: Spring 2008 Click on the title to view the full article   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"