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Personal Financial Services

MATHEIS FINANCIAL GROUP- Financial Services

 Our role in financial planning goes well beyond merely analyzing your existing assets and determining how much must be saved to reach a particular goal. A proper financial plan should also assist you in developing realistic objectives and lifestyles and to help ensure that you are aware of the decisions and adjustments that may have to be made along the way. 

 For information on:  
  - Personal Financial Services
  - RRSP and Investment Planning
  - Financial Products
  - Online Financial Calculators

Please visit our team website at
www.thematheisteam.ca

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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

" Harry Matheis and his associates are always very informative and knowledgeable on the topic of Financial Planning. Harry speaks to everyone in terms they can understand and always tries to make it enjoyable for everyone with some humour along the way. He walks you through what you should be thinking about prior to retirement, what you should have in place and what would be "nice" to have in place. During his sessions at Rouge Valley Health System he gets employees thinking about the future and where they want to be when they retire. He condenses a day session on Financial Planning into an hour and a half and everyone leaves feeling very informed and eager to start thinking about their future!~ Kerri McMullen, Rouge Valley Health System"