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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 

Michael Krem, B.A.
Financial Advisor
michael@matheisteam.com
905.837.2600 ext. 38 

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

Susan Y. Watier, FLMI
Manager, Employee Benefits
susan@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

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"