905.837.2600 ext. 116
In 1985, with a determined vision in mind, Harry Matheis formed Matheis Associates Benefits Consultants Inc., which has grown to the multi-discipline professional advisory firm now known as Matheis Financial Group.
The firm's unique approach provides advisory services to Family Business, Corporations and Individuals experiencing change, seeking clarity, organizational planning, or strategic direction. The company’s foundation was developed in consulting to business and individuals in areas of Pension, Benefits Programs and Financial Planning supported by a valued strategic Human Resources Advisory unit.
Harry is celebrating 39 years of having the privilege of serving business families, corporations, individuals and professionals across Canada and the United States. He credits success of being a part of an excellent team which shares the driving principles of putting the clients first, striving for excellence, always trying to get better while continuously looking to “being the future”.
Harry is a 37 year member of The Financial Advisors Association of Canada – Advocis, former President of the Durham Chapter; the Canadian Investment Funds Institute of Canada (IFIC). He is an active member of Canadian Pension & Benefits Institute (CPBI), International Foundation of Employee Benefits Plans (IFEBP), he holds the Elder Planning Counselor designation (EPC) and Certified Health Insurance Specialist (CHS) designation, and he is a member of CALU. Harry has contributed to his profession by chairing various advisory boards in the pension, insurance, employee benefits and disability management and he has written many articles for industry and trade magazines and journals.
In January 2021 Harry obtained his Responsible Investment Specialist (RIS) designation. He has also completed the Family Enterprise Advisory program and has obtained his FEA designation from the Institute of Family Enterprise Advisors, Sauder School of Business, University of British Columbia. Education credits include a Social Sciences Degree from Centennial College and York University and continued his studies at Ryerson in Marketing and Business.
Harry enjoys golfing, racquet sports, travel, is an avid Formula 1 racing fan, wine enthusiast, concierge to Atlas and Lucy, two fabulous Golden Retrievers, plus passionate active involvement in the Golden Rescue Organization.
905.837.2600
In addition to her role as Vice President of Matheis Financial Group, Patti Matheis also acts as finance Controller and Vice President of Human Resources services. Patti’s client base includes communications, manufacturing, non-profit companies, restaurant and fine food industries and motion picture/film industry.
A generalist with more than 40 years of human resources experience in both Canada and the United States, Patti is skilled in many areas including employee resource rationalization, compliance, recruitment, compensation and benefits, performance management, career counseling, strategic organizational planning, design of policies and procedures. Her career path has lead her to hold Director and Vice President roles for such companies as Fasson Canada, Avery Dennison, Canada Post and Canadian Pacific, in both union and non-union environments with employee populations ranging from 24 to 17,000 people.
Patti acquired her Certified Human Resources Professional (CHRP) designation through the University of Toronto and Durham College in Oshawa. However in 2014 it was replaced with a new designation when she acquired Certified Human Resources Leader (CHRL) from the Human Resources Professionals Association (HRPA).
In Patti's free time she enjoys spending time with her family and her Golden Retrievers Atlas and Lucy. Her love for animals led her to volunteer for Golden Rescue www.goldenrescue.ca Patti is also an avid Formula 1 racing fan.
905.837.2600 ext. 112
Talia Lane has been a driving force behind the success of Matheis Financial Group for 20 years, ever since she joined the firm in February 2004. As the architect of the company’s marketing and communications strategies, Talia oversees every aspect of its public presence, from website management and social media to the design and completion of promotional materials. Her creative and strategic vision ensures the brand stays fresh and impactful. Beyond her marketing responsibilities, Talia plays a critical role in business development, contributing to the company’s growth in group benefits and pension planning. In addition to these roles, Talia also serves as the company’s Corporate Controller, seamlessly blending her creativity with a sharp business acumen.
Talia’s leadership doesn’t end at Matheis Financial Group. A passionate advocate for the local business community, she has been deeply involved with The Ajax-Pickering Board of Trade (APBOT) since 2020. Her leadership journey with the APBOT began when she served as Vice President in 2021, followed by two consecutive terms as President in 2022 and 2023. Currently, she holds the role of Chair, where she continues to champion local businesses and entrepreneurs. Talia takes pride in her ability to collaborate with the APBOT Council, helping to foster a thriving business ecosystem in Ajax and Pickering through advocacy, events, and partnerships.
Talia’s commitment to her alma mater also shines through her recent election to the Durham College Alumni Association Board of Directors in September 2024. In this role, she contributes to the planning and execution of programs designed to serve past and present students, supporting the continued growth and success of Durham College.
Talia’s career began in the world of publishing with WHERE Toronto and WHERE Muskoka magazines, where she worked her way up to become the Assistant/Web Editor for both publications. It was here that she honed her skills in content creation and editorial management, setting the stage for her later success. She then moved on to become Marketing Manager for a leading global manufacturer of wireless technologies and surveillance products, where she further expanded her expertise in branding and strategic marketing on a global scale.
Talia completed one year Honours B.A. Mass Communications at Carleton University in Ottawa and went on to graduate from the Print Journalism Program at Durham College in Oshawa in 2000. Always looking to sharpen her business skills, she completed the Marketing Management course at the Schulich School of Business at York University in 2003. Additionally, Talia has taken several continuing education courses through Fred Pryor Seminars and Ontario Tech University, showcasing her dedication to lifelong learning.
Outside of her busy professional life, Talia is passionate about fostering connections and giving back to her community. Annually Talia organizes and executes a charity softball tournament with all proceeds being donated to The Raphael Chang Memorial Canadian Tire Jumpstart Fund in honour of her friend who passed away in 2014.
When she’s not juggling her many responsibilities or cooking up new ideas for the team, you’ll find Talia enjoying life with her husband—whether they’re hitting the baseball diamond, relaxing on the beach in St. Maarten, or spending quality time with their beloved dogs, Wrigley and Sahlen, and their cats, Camden and Fenway.
905.837.2600 ext. 117
Mary-Anne Rogers joined Matheis Financial Group in August of 1992. For more than 31 years Mary-Anne has managed employee benefits, company sponsored savings programs and provided executive support to clients. In addition she oversees the management of corporate operations, business strategy, customer propositions and branding.
Prior to joining the team, Mary-Anne was a Senior Marketing Assistant at Manulife Financial for five years. Mary-Anne is a graduate of the Executive Secretarial Program at Sheridan College in Oakville, Ontario. She has also taken various courses on individual insurance and employee benefits, life and health and holds a CHS designation (Certified Health Insurance Specialist).
905.837.2600 ext. 113
Geoff Campbell is a Certified Financial Planner CFP and the assistant Branch Manager for our Matheis Team, Pickering Branch location. He joined the company in 1995 and actively consults with both individual clients and company employees in the areas of investing, insurance planning and banking solutions. His branch responsibilities are to guide growth and operations through regular branch compliance reporting, product research, advisor training, staff management and strategic planning.
Geoff earned his Bachelor of Arts degree at Concordia University in 1994 in Montreal. Shortly after he completed the Canadian Securities Course with honours and the Canadian Investment Funds Course in 1995 and earned his Life License in 1997.
Geoff enjoys personal time with his wife and children aboard their family boat on the Rideau River in Eastern Ontario or camping across Canada in the summer months and is also an avid skier throughout the winter.
905.837.2600 ext. 119
Michael joined Matheis Financial Group in August 2018 bringing to the team more than 10 years technical experience in in the banking sector. Michael’s experience blends academic training in accounting, finance and business administration with hands-on experience. As a member of our team Michael stands ready to guide clients towards living their dream.
Michael is a graduate of the BBA, Business program at Wilfrid Laurier University, and in 2021 he obtained his CPA, CMA designation.
In his free time Michael enjoys travelling with his wife, playing sports and donating his time to fundraising for charities such as the Jays Foundation, Movember and the Ride to Conquer Cancer.
905.837.2600 ext. 138
Kimberley Maxwell joined our team in 2016. At Matheis, she is responsible for actively consulting with existing and new clients in the area of group benefits. Her responsibilities include guiding growth and operations through analysis, client management, and strategic planning.
Kim is a Certified Employee Benefits Specialist (CEBS) with over 13 years of experience at a national insurer, where she held positions as an Account Executive and Director of Service and Implementation. Her extensive knowledge and experience allow her to provide an insurer’s perspective on underwriting methods and practices to our team and clients.
She earned her Certified Employee Benefits Specialist (CEBS) at Dalhousie University in 2014, building on her Human Resources education at Nipissing University and later York University.
Since 2021, Kim has been a member of CPBI (Canadian Pension and Benefits Institute) Ontario Council. Additionally, she serves as the Vice President and Treasurer of a local Environmental Park Group called Valleys 2000.
In her free time, Kim enjoys cottage life with her husband and children, as well as running, cooking with her family, gardening, reading, and painting.
905.837.2600 ext. 120
Doug Lagasse joined Matheis Financial Group in May 2001. As a Certified Financial Planner, Doug stands ready to guide individuals in all aspects of their financial well-being including mortgage options, insurance solutions, estate planning, investment strategies and retirement income sustainability.
Doug comes to us with many years of investment management experience. He understands that successful personal planning is truly a collaborative process. Personal goals and decisions merged with sound investment strategies and organizational efficiency produce the desired results.
Doug and his wife Carol are long-time residents of Pickering. Spare time is spent spoiling their four grandsons, curling, golfing, and boating the Trent-Severn Waterway in summer. Doug is a Canadian Power and Sail Squadron member and Past President of the Annandale Curling Club in Ajax.
905.837.2600 ext. 136
In September 2013 Paula joined Matheis Financial Group as Client Services Administrator, bringing more than 20 years’ experience to our team. A dedicated and accomplished Client Services Manager, Paula’s expertise includes superior customer service, as well as experience in the areas of pension, accounting, compliance, team leadership and relationship management.
At Matheis her responsibilities include all aspects of client service; accurate and timely completion of daily portfolio administration of client accounts, including opening accounts and coordinating trades, verifying financial transactions and ensuring the accuracy of the data processed. Paula assists the advisors with meeting preparation, she maintains and organizes client files, and is the first point of contact for guests who visit the Matheis team offices.
Paula’s education includes Accountant/Programmer Analyst, Centennial College, 401(k) Training & Certification, and completion of FINRA Series 6. She has also completed many continuing education courses.
In her free time Paula enjoys spending time with her family, which keeps her active and she loves to travel.
905.837.2600 ext. 123
Carolina joined MFG in July 2019 bringing with her an extensive executive administration background ranging from project and employee management to executive support. Her skill set brings the highest level of confidence to administrative and claims questions posed by our clients and their employees. Her speed to deliver clear, thorough and timely answers to clients provides comfort and clarity in Matheis’ attention to all inquiries. Carolina offers our clients the strategies that allow the administration team the strongest support and service, making their roles within their company most efficient.
Carolina is currently working on her CHRP designation through the University of Toronto, she has a Facility Management Certification from the University of Toronto, and a diploma in Executive Office Administration from Seneca College of Applied Arts and Technology.
In her free time Carolina enjoys traveling and spending time with her children.
905.837.2600 ext. 111
Hollie Gubb joined us in May 2022 as Technical Service Specialist, Employee Benefits. Hollie worked as a Human Resource Specialist for over 22 years at an international company and she brings a wealth of knowledge to the MFG team in the areas of pension, administration and health and safety. Hollie’s attention to detail is an asset and her energy and passion suits our dynamic group.
Hollie manages all request for proposal initiatives, benefits renewals, experience reporting and is the key point of contact for clients regarding communications and plan changes. She assists clients with short/long term disability claims, death claims, claim escalations and manages billing.
In her free time Hollie enjoys the outdoors, spending time with her daughter, and travelling.
416-209-2715
Doug Lawson joined us in December 2010, bringing with him more than 25 years experience in the industry.
Doug holds a CPA, CMA designation and first gained experience in the investment business in 1985 working as Manager of Corporate Services and Chief Financial Officer for a combined Securities and Mutual Fund dealership. In 1995, Doug switched gears and began servicing the client side of the business and for the past several years Doug has enjoyed working with his own clients.
Doug combines his technical experience with Matheis Financial Group’s considerable planning talents thus offering his clients a full suite of top tier wealth management and estate planning services.
In his free time, Doug and his wife Rhonda enjoy spending time at their cottage on Lake of Bays in Muskoka where Doug was President of the Lake of Bays Association and Director of the Federation of Ontario Cottagers for several years.