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Matheis Financial Group
1101 Kingston Road, Suite 150,
Pickering ON Canada L1V 1B5
tel: 905-837-2600
fax: 905-837-2598

H. W. (Harry) Matheis, CHS, EPC
President
harry@matheisteam.com
905.837.2600 ext. 16  

P.J. (Patti) Matheis, CHRP
Vice President, Human Resources Services
patti@matheisteam.com
905.837.2600 xt. 15  

Geoff Campbell, B.A., CFP
Vice President, Individual Planning, Certified Financial Planner
geoff@matheisteam.com
905.837.2600 ext. 13  

Doug Lagasse, CFP, EPC
Certified Financial Planner
doug@matheisteam.com
905.837.2600 ext. 20 

David Mannila, B.A., M.B.A
Benefits Consultant, Financial Advisor
david@matheisteam.com
905.837.2600 ext. 14 

Doug Lawson, CMA
Financial Advisor
dlawson@matheisteam.com
905.937.2600 ext. 39 

Mary-Anne Rogers, CHS
Manager, Executive Support Services
mary-anne@matheisteam.com
905.837.2600 ext. 17 

Dianne Rose
Benefits Administrator
dianne@matheisteam.com 
905.837.2600 ext. 11 

Talia-Jean Matheis
Manager, Marketing & Communications
talia@matheisteam.com
905.837.2600 ext. 12 

Blayne LaBuick
Client Services Administrator
blayne@matheisteam.com
905.837.2600 ext. 10

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Upcoming Events

June 19, 2013

At this time there are no upcoming events. Please check back for future events.   read more

Newsroom

June 19, 2013

Matheis Team Golden Angels

Patti Matheis volunteers her time to Golden Rescue, and in this month's edition of The Guardian Newsletter she and Harry have been featured for their efforts.   read more

June 18, 2013

Smoking Policy Should Include Bans

Smoking bans on all company property both indoors and outdoors should be a visible part of a comprehensive non-smoking policy in Canadian workplaces, says a Conference Board of Canada report. Additional measures, such as smoking cessation programs, would   read more

June 18, 2013

Employees Struggle With Chronic Ailments

Over half of Canadian employees (55 per cent) struggle with chronic illness or injury and subsequently place a greater burden on the Canadian healthcare system.   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"