Matheis Associates Benefits

Matheis Financial Group has been a trusted partner for businesses, families, and individuals for 39 years, providing advice and guidance during life-changing events. Our firm is dedicated to simplifying and identifying your financial priorities, taking ownership of financial issues, and providing a strategy and plan to help you reach your goals. With a team of Certified Financial Planners and wealth management professionals, we specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

Our Purpose

Our purpose is to deliver results for our clients and ensure their success. We understand that financial decisions can be overwhelming, which is why we are committed to simplifying the process and providing smart, effective financial solutions. Our goal is to help you achieve financial peace of mind so that you can focus on enjoying life.

Our Approach

At Matheis Financial Group, we take a strategic approach to advising our clients. We begin by understanding your financial goals, and then work with you to create a customized plan to help you achieve them. Our team of experienced advisors will help you navigate complex financial issues and make informed decisions.

Whether you are a family experiencing a life-changing event, a business facing a key decision, or an individual looking for guidance on your finances, we have the expertise and resources to help. We provide a range of services, including personal financial services, human resource solutions, and group health and pension benefits.

Our Team

Our team is made up of knowledgeable, experienced professionals who are passionate about helping our clients achieve financial success. Our team includes:

• Certified Financial Planners
• Wealth Management Professionals
• Human Resources Advisors
• Benefits Consultants

H.W. (Harry) Matheis, FEA, CHS, EPC, RIS - Founder

Harry Matheis is the founder of Matheis Financial Group and has been serving business families, corporations, individuals, and professionals across Canada and the United States for 39 years. Harry is committed to putting clients first, striving for excellence, and continuously looking to the future. He is a 37-year member of The Financial Advisors Association of Canada - Advocis, former President of the Durham Chapter, and an active member of the Canadian Pension & Benefits Institute (CPBI), International Foundation of Employee Benefits Plans (IFEBP).

Our Services

At Matheis Financial Group, we offer a range of services designed to meet the unique needs of our clients. Our services include:

Personal Financial Services

We offer a range of personal financial services designed to help individuals and families achieve financial success. Our services include:

• Financial Planning
• Retirement Planning
• Investment Management
• Estate Planning

Human Resource Solutions

We offer a range of human resource solutions designed to help businesses manage their teams and resources effectively. Our services include:

• Employee Benefits Programs
• Health and Pension Benefits
• HR Advisory Services
• Compensation Planning

Group Health and Pension Benefits

We offer a range of group health and pension benefits designed to help businesses attract and retain top talent. Our services include:

• Group Health Insurance
• Group Dental Insurance
• Group Life Insurance
• Group Disability Insurance

At Matheis Financial Group, we are committed to simplifying the financial decision-making process and providing effective, smart financial solutions. When life happens, we've got you covered.