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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

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

" 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"