Our process takes a strategic and holistic approach linking the client’s Total Rewards strategy

Corporate Profile

At Matheis Financial Group, we recognize that the Total Rewards landscape has changed and thus we provide our clients with a strong technical offering in data integration and process streamlining paired with a strategic advisory approach to benefits and company sponsored savings plans. Our corporate style transforms research, analysis and technical support towards helping organizations align their Total Rewards offerings with business strategies and corporate values. We have served numerous clients in North America across all business sectors for more than 35 years.

Matheis Financial Group’s Head Office is located in Pickering Ontario (since 1986) with a large corporate client base, many of which have been with the firm more than 30 years. Matheis Financial Group provides services in both official Canadian languages; English and French.

Our professional team works with numerous companies ranging in size from small businesses up to medium and large size businesses of 1,000+ employees. Our experience has been extensive in manufacturing based industries, logistics, data and communication, motion picture, television, health care, and not for profit agencies located across Canada and throughout North America, the Caribbean, Europe and Asia.

Our process takes a strategic and holistic approach linking the client’s Total Rewards strategy to their business strategy and ultimately the client’s corporate values. Delivering value in company sponsored programs at a reasonable cost is at the core of Matheis Financial Group’s values. Committed to drive the right conversation in order to determine not only the obvious needs, but solve plan design, financial, process and administrative issues with customized and practical solutions. Our role as the client advocate requires an ongoing proactive approach providing analysis, strategies, legislative changes and recommendations for future benefits and savings.