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SUGGESTED RESOURCES
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.

FINANCIAL WEBSITES
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

GOVERNMENT WEBSITES
The Department of Human Resources and Skills Development
www.hrsdc.gc.ca

The Canadian Human Rights Commission
www.chrc-ccdp.ca

Canada Revenue Agency
www.cra-arc.gc.ca

Financial Services Commission of Ontario
www.fsco.gov.on.ca

Canadian Association of Pension Supervisory Authorities
www.capsa-acor.org

Ontario Ministry of Health
www.health.gov.on.ca

Health Canada
www.hc-sc.gc.ca

Ontario Ministry of Health
www.health.gov.on.ca


OTHER WEBSITES
The Globe and Mail
www.theglobeandmail.com

Benefits & Pension Monitor Magazine
www.bpmmagazine.com

Benefits Canada
www.benefitscanada.com

International Foundation on Employee Benefit Plans
www.ifebp.org


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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"