Matheis Team Financial is a leader in Benefit Plan Design. We strive to provide exceptional service to all our clients and look to extend personalized care through our website.
The Matheis Team – www.thematheisteam.ca
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.
Investment Planning Counsel - www.ipcc.ca
At Investment Planning Counsel, we possess an enduring commitment to help you live your dream and make the process of wealth management simple and straightforward.
Bank of Canada - www.bankofcanada.ca
The Bank of Canada's responsibilities focus on the goals of low and stable inflation, a safe and secure currency, financial stability, and the efficient management of government funds and public debt.
Advocis - www.advocis.ca
As a single organization, Advocis represents thousands of professional advisors from coast to coast. Advocis members advise their clients on the short- and long-term financial needs of inpiduals, families, and owners of small and medium-sized businesses
Bloomberg - www.bloomberg.com
Bloomberg's global capital markets tables are your fastest source for access to the most comprehensive information available. See what they can tell you today
The Department of Human Resources and Skills Development
The Canadian Human Rights Commission
Canada Revenue Agency
Financial Services Commission of Ontario
Canadian Association of Pension Supervisory Authorities
Ontario Ministry of Health
Benefits & Pension Monitor Magazine
International Foundation on Employee Benefit Plans