Company Profile
Overview
Matheis Financial Group
Advisors for you and your business.
Matheis Financial Group's Head Office is located in Pickering Ontario (since 1986) with a client base of individual, professional and corporate clients who have been with the firm more than 20 years.
Matheis Financial Group provides financial advice to you and your business in matters of financial planning, corporate benefit programs, pension and savings plans, as well as Human Resources best practices. This proven business model appeals to clients by offering an attractive value proposition that combines these related disciplines and delivers a strategic approach for individuals and companies.
Our individual planning services span comprehensive financial, wealth and estate planning through to insurance, health, long term care and risk assessment solutions
The firm’s corporate practice works with companies ranging in size from small businesses up to medium size businesses of 1,000+ employees. Our experience has been extensive in manufacturing based industries, communication, motion picture, television, health care and not for profit agencies, located throughout North America, the Caribbean, Europe and emerging Asia.
Unique services also provided by our firm include customized pre-retirement symposiums, employee information sessions, professional counseling, orientation or exit interviews, or specific communication assignments as required by clients.
Our commitment to corporate clients is to understand the employer’s corporate philosophy and to ensure this philosophy integrates with workplace demographics delivering value in company sponsored programs at a reasonable cost.
