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Group Health & Pension Benefits

Matheis Financial Group delivers an end-to-end solution tailored to the client's needs in health, pension savings plans and compensation strategies.  

In Health Benefits, whether the solution lies in managed care initiatives, flexible benefits plan design, streamlined administration, better utilization of available information, wellness procedures or management of disability claims, Matheis will provide a custom made solution for your organization.

In Pension & Savings Programs we have developed strong business relationships with all fund custodians and thus whether your needs are for a Pension Plan, Profit Sharing Program, supplemental executive savings plan or a hybrid/multi-plan harmonization, we have extensive experience in the design and strategic modicfication of these plans and will be able to fully implement and service all your plan design requirements.

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Upcoming Events

June 19, 2013

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

Newsroom

June 19, 2013

Matheis Team Golden Angels

Patti Matheis volunteers her time to Golden Rescue, and in this month's edition of The Guardian Newsletter she and Harry have been featured for their efforts.   read more

June 18, 2013

Smoking Policy Should Include Bans

Smoking bans on all company property both indoors and outdoors should be a visible part of a comprehensive non-smoking policy in Canadian workplaces, says a Conference Board of Canada report. Additional measures, such as smoking cessation programs, would   read more

June 18, 2013

Employees Struggle With Chronic Ailments

Over half of Canadian employees (55 per cent) struggle with chronic illness or injury and subsequently place a greater burden on the Canadian healthcare system.   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"