An Important Message To Our Clients

By June 17, 2020 No Comments

March 16, 2020

Good Afternoon,
I hope this note finds you well. The team at Matheis Financial Group (MFG) has been closely monitoring the COVID-19 situation and is meeting daily to discuss the latest developments. In recent days the situation has escalated in Canada and around the world and we are actively seeking and applying the guidance of medical professionals, Health Canada, and accredited government websites.
Our thoughts are with you, your family, and your business at this challenging time. We wanted to take the opportunity to share our plan providing the quality service and administration you’ve come to expect from MFG.
As the matter is continually changing, we have taken the following proactive steps:
  • Our top priority is the health and safety of our clients, staff, business partners and their families, as well as the community at large. Our focus is ensuring that our business practices remain flexible and adaptable as the situation evolves.
  • Despite these unusual circumstances we are dedicated to provide uninterrupted service to you, your family and your business.
  • Unless necessity prevails, we have decided to pause face-to-face client meetings and visits to client sites effective March 16, 2020 until further notice.
  • Our office will remain fully operational as you are accustomed to, unless the situation changes and we will evaluate and revise our policy as needed based on the latest developments and recommendations from accredited sources.
  • Recently, we enhanced our secure digital file transfer capabilities and procedures to ensure service continuity from our team members working remotely.
  • Please reach out to us as you normally would so that we can continue to assist you with your individual, group employer/employee policies.
We fully understand the current day-to-day activities and business disruption is unprecedented and as advisory partner to you, your family and your business we fully appreciate the challenges you are currently facing.
Historically, we’ve faced challenging situations before and have overcome them, this one is no different. Our team will be providing insights and expertise every step of the way to help you through these stressful times. We are here to help.
Matheis Financial Group