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Group Health & Pension Benefits

Success rarely happens by chance, especially when the issues are complex. Matheis Financial Group is committed to a strategic approach to bringing its clients the most effective, balanced solutions for their Health and Pension Benefits needs.

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 Benefits Consulting, whether we are addressing communication issues, creative plan design and options, technology concerns or provider audits, we work with staff and employee groups to ensure outstanding communication and smooth transitions, by cutting through clutter and limiting paper requirements.


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Upcoming Events

May 17, 2012

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

Newsroom

May 17, 2012

Enhanced CPP May Be Only Choice

The 50-year history of RRSPs suggests they have been a bust and there may be no other choice but to enhance Canada Pension Plan benefits for retired Canadians   read more

May 17, 2012

Boomers Wish For Retirement

Most (71 per cent) Boomers can't wait to spend their time as they wish in retirement, but four-in-10 (42 per cent) of those not-yet-retired expect managing cash flow in retirement to be more difficult and 37 per cent are worried they do not have enough mo   read more

May 17, 2012

Aging Wave Will Cause Historic Reversal

With the aging wave approaching a tsunami, Canada will soon experience an historical reversal that by 2015 will see a population comprised of more senior citizens than children.   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"