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Matheis Financial Group is a leader in Benefit Plan Design. We strive to provide exceptional service to all our clients and look to extend personalized care through our website.

SUGGESTED RESOURCES

FINANCIAL WEBSITES

The Matheis Teamwww.thematheisteam.ca
Our role in financial planning goes well beyond merely analyzing your existing assets and determining how much must be saved to reach a particular goal. A proper financial plan should also assist you in developing realistic objectives and lifestyles and to help ensure that you are aware of the decisions and adjustments that may have to be made along the way.

Investment Planning Counselwww.ipcc.ca
At Investment Planning Counsel, we possess an enduring commitment to help you live your dream and make the process of wealth management simple and straightforward.

Bank of Canadawww.bankofcanada.ca
The Bank of Canada’s responsibilities focus on the goals of low and stable inflation, a safe and secure currency, financial stability, and the efficient management of government funds and public debt.

Advocis – www.advocis.ca
As a single organization, Advocis represents thousands of professional advisors from coast to coast. Advocis members advise their clients on the short- and long-term financial needs of individuals, families, and owners of small and medium-sized businesses

Bloombergwww.bloomberg.com
Bloomberg’s global capital markets tables are your fastest source for access to the most comprehensive information available. See what they can tell you today

GOVERNMENT WEBSITES

The Department of Human Resources and Skills Development
www.hrsdc.gc.ca

The Canadian Human Rights Commission
www.chrc-ccdp.ca

Canada Revenue Agency
www.cra-arc.gc.ca

Financial Services Commission of Ontario
www.fsco.gov.on.ca

Canadian Association of Pension Supervisory Authorities
www.capsa-acor.org

Ontario Ministry of Health
www.health.gov.on.ca

Health Canada
www.hc-sc.gc.ca

Ontario Ministry of Health
www.health.gov.on.ca

OTHER WEBSITES

Green Shield Canada Health Assist
Provincial government health plans do not fully cover the costs of many health care services, leaving you vulnerable to unforeseen medical expenses. Green Shield Canada’s (GSC) supplemental health and dental plans transforms health coverage to meet your changing needs and provide you with the protection you need. To learn more, get a quote, or apply today please visit our website. *Plans Insured by Green Shield Canada

Chubb Life Critical Illness
You and your spouse can easily be covered with a simple health questionnaire or depending on coverage amount, no questions at all. We provide funds to be used any way you wish, at a time when expenses are likely to increase as a result of your critical condition. For more information on Chubb Life Critical Illness Coverage please visit our website.

The Globe and Mail
www.theglobeandmail.com

Benefits & Pension Monitor Magazine
www.bpmmagazine.com

Benefits Canada
www.benefitscanada.com

International Foundation on Employee Benefit Plans
www.ifebp.org

RECOMMENDED COMPANIES
Over the years, we’ve had the joy of crossing paths with some incredible local businesses. These are companies we know, trust, and admire — and we’re excited to share them with you. We’re proud to support local, and we hope you’ll enjoy discovering them too.

Golden Rescue
Golden Rescue™ is one of the largest single breed rescue groups in Canada. We work hard to ensure that every Golden who enters our program is placed with a safe and loving forever family. Since 1990, Golden Rescue™ has found homes for over 1,800 abandoned, unwanted or displaced Golden Retrievers.

MIL Photography
Harnessing the visual power of professional headshots and brand photography to empower individuals and businesses. MIL Photography caters to the needs of professionals seeking to elevate their personal and corporate image.

Windreach Farm
Windreach Farm is a fully accessible farm and education centre dedicated to enriching the lives of people of all abilities. Through hands-on experiences with animals, nature, and agriculture, they provide inclusive opportunities for learning, growth, and connection.

Charcuterie Pickering
Charcuterie Pickering creates beautifully curated grazing boards, boxes, and tables designed to bring people together over food. Known for their artistry, quality, and attention to detail, they add the perfect touch to celebrations, corporate events, or even casual gatherings at home.

La Barrique Wine Consulting
La Barrique offers expert wine consulting services, from curated pairings and private tastings to event experiences that elevate any occasion. With a passion for fine wine and a talent for education, La Barrique helps clients discover and enjoy wine in a way that’s approachable, memorable, and tailored to their tastes.

St. Paul’s on-the-Hill Food Bank
St. Paul’s on-the-Hill Food Bank provides essential support to individuals and families in need across our community. Through compassion and dignity, they ensure no one is left behind.