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Company Profile

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

Doug Lagasse joined Matheis Financial Group in May 2001. As a Certified Financial Planner, Doug stands ready to guide individuals in all aspects of their financial well-being including mortgage options, insurance solutions, estate planning, investment strategies and retirement income sustainability.

Doug comes to us with many years of investment management experience. He understands that successful personal planning is truly a collaborative process. Personal goals and decisions merged with sound investment strategies and organizational efficiency produce the desired results.

Doug and his wife Carol are long-time residents of Pickering. Spare time is spent spoiling their three grandsons, curling, golfing, and boating the Trent-Severn Waterway in summer. Doug is a Canadian Power and Sail Squadron member and Past President of the Annandale Curling Club in Ajax.

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Upcoming Events

February 16, 2012

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

Newsroom

February 16, 2012

Canadians Unaware Of Needed Rate Of Return

Nearly half of Canadians don't know what rate of return they require on their investments to achieve their retirement goals...   read more

February 8, 2012

Canadians Expect To Keep Working

While 52 per cent of Canadian workers anticipate working beyond the age of retirement, nearly half say they'd be happy to work for an additional two years beyond the official retirement age...   read more

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

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"