Matheis Testimonials
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It’s with great pleasure that I provide the following testimonial with respect to the Matheis Financial Group.
Elliott-Matsuura Canada has worked with Harry and his Team for the past 20+ years or so. When we first decided to switch to the Matheis Group, we initially worked with them with our Health Care Benefits Program only. Matheis were doing a fantastic job with our Health Care programs, and as a result a couple of years later they asked and we then gave them the opportunity to take over our complete Benefits Program which included the administration and investment of our Pension Plan.
I cannot emphasize enough the important role and the financial savings that we have derived by working with the Matheis Team. Many years ago Matheis Financial Group bailed us out of a major Pension dilemma that literally saved our organization millions of dollars
Harry Matheis has a superb and dedicated Team, their knowledge, resources and equally the advise that they have provided to us over the years has been invaluable. In addition, we use Matheis as our HR resource center and they keep us informed and up to date with respect to what is new and changing in the Health Benefits and Pension world. Honestly, you will not find a better group or Partner as they provide timely and professional support whenever needed. The Matheis Group are just “good people” and always provide and answer questions in a courteous and pleasant manner.
Frank Haydar
Chairman
Elliott Matsuura Canada Inc.
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Matheis Financial Group has supported Total Rewards programs as our advisory firm since 2004 through several corporate businesses benefits and compensation programs under my responsibility.
When our current firm merged with two other firms, we called on the advisory and skills of the Matheis Team for plan and gap analysis in the plan integration, transition, and efficient harmonization of three comprehensive Total Rewards Programs. The project was very successful, savings were significant resulting in one valued program designed specifically for our firm’s diversity and culture.
In addition, MFG has managed several large administrative projects for us in the last few years developing streamlined benefits software applications for specific administrative needs when ever required.
More recently, Matheis Team continued our next project to analyze our current company sponsored savings plans. This project began with requiring a Retirement Savings Advisory Committees (RSAC) be started for the project and beyond, then developed the committee and Plan Charter and provided advisory on the design, implementation, and rollout of our companies new Employer Sponsored Savings Plans and SERP.
MFG provides excellent strategic resource and perspective for the Human Resources and Compensation and Benefits team continuously providing strategies for alignment of corporate goals and programs with innovative options to address our evolving needs and keeping our team informed of trends and compliance. The valuable partnership and deliverables the Matheis Financial Group provides our team using a seamless approach in delivering valued Total Rewards initiatives for our employee engagement.
Being a solutions-oriented organization driven by accountability for outcomes has made our relationship with MFG one of a collaborative team member providing excellent strategic options followed by exceptional implementation and roll-out.
Sherri Evans
SVP & Chief People Officer
Aviso Wealth Inc.
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The Matheis Team became our benefits advisor through their determination to show us that they would be able to assist with controlling our benefits costs. As a skeptic as my experience has been that benefits rates always continue to rise, I was not yet convinced. The Matheis Team discussed our needs and desired outcome and went to work. The report they came back with was built just for us. The solution wasn’t a one size fits all, they offered us light, medium and severe change options customized for our group of employees. Our decision was made four years ago, and we couldn’t be happier. Our employees enjoy greater flexibility of their benefits, and we control our costs. The Matheis Team continues to work to find solutions for our changing needs – they haven’t lifted their foot off the pedal!
Rob Gordon
President
TEAM Logistics Systems Inc.
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As a large Ontario based Union representing of over 3000 film, Television and New media Technicians freelance professionals, we need to provide a high level of service and available contact for our membership as our group is diverse in nature and task.
The Matheis Team was there to support our members from the inception of the need to provide a benefits plan for our membership. Matheis financial Group began by designing and implementing the first full coverage benefit program customized for freelance film and television industry professionals and their families in Canada – and continues to offer excellent service through plan administration, benefits claim support, disability management including the design and implementation of an employer Sponsored Member Savings including recordkeeping, plan administration, call centre and ongoing and daily support for our Members.
For our Executive Board, leadership and our Plan Members, Matheis is a key partner in providing ongoing administrative support and advisory to our team and Plan Members while developing innovative solutions to address the changing needs of our members.
The dedication of the Matheis Team to partner with us and take the time – sometimes over years – to develop a customized solutions that answers and respects the membership wants and needs, attracts new membership, and makes financial sense.
Peggy Kyriakidou
Board President
NABET Unifor 700-M