Financial Advisor, CMA
905.837.2600 ext. 39
The newest member of our team, Doug Lawson, joined us in December 2010 bringing with him more than 25 years experience in the industry.
Doug is a Certified Management Accountant (CMA) who first gained experience in the investment business in 1985 working as Manager of Corporate Services and Chief Financial Officer for a combined Securities and Mutual Fund dealership. In 1995 Doug switched gears and began servicing the client side of the business when he became President of Wealth Advisory Services Ltd. For the past fifteen years Doug has enjoyed working with his own clients as well as being contracted to manage the client base of an Ontario based Labour Sponsored Investment Fund.
While he maintains his existing client base Doug is looking forward to building new relationships in the Pickering area where he has lived for many years. He is excited to combine his technical experience with Matheis Financial Group’s considerable planning talents thus offering clients a full suite of top tier wealth management and estate planning services.
In his free time, Doug and his wife Rhonda enjoy spending time at their cottage on Lake of Bays in Muskoka where Doug was President of the Lake of Bays Association and Director of the Federation of Ontario Cottagers for several years.