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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 34 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 31 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.
Harry 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.
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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 39 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 Retriever Atlas. Her love for animals led her to volunteer for Golden Rescue www.goldenrescue.ca Patti is also an avid Formula 1 racing fan.
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Talia Lane joined the team as Manager of Marketing and Communications in February of 2004. She maintains all aspects of marketing and communications, website content management, social media including Twitter and Facebook, and she controls all Matheis Financial Group promotional, communication materials and product information from design concept to execution and completion.
In December 2018 Talia was appointed to the role of Director, Marketing & Business Initiatives, taking on more corporate duties and growth in the group benefits and pension side of the business.
Talia began her career at WHERE Toronto and WHERE Muskoka magazines working her way into the role of Assistant/Web Editor of both publications. Upon leaving WHERE, Talia was appointed to the Marketing Manager position at VideoComm Technologies, a worldwide leading manufacturer of wireless technologies and surveillance items.
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. Talia has also completed the Marketing Management course at the Schulich School of Business at York University in 2003 and has taken several continuing education courses through Fred Pryor, and most recently the University of Ontario Institute of Technology.
When she's not brainstorming new ideas for the team Talia can be found on the beach in St. Maarten, at the gym or on the baseball diamond.
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Mary-Anne Rogers joined Matheis Financial Group in August of 1992. For more than 25 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).
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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.
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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.
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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.
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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 2012 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.
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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.
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Kimberley Maxwell joined our team in 2016, her role at Matheis is to actively consult with existing and new clients in the area of group benefits. Responsibilities include guiding growth and operations through analysis, client management and strategic planning.
Kim is a Certified Employee Benefits Specialist (CEBS) with more than 13 years of experience with a national insurer in positions of Account Executive and Director of Service and Implementation. Her breadth of knowledge and experience allows her to provide an insurer’s perspective of underwriting methods and practices to our team and our clients.
Kim earned her Certified Employee Benefits Specialist (CEBS) at Dalhousie University in 2014 which built on her Human Resources education at Nipissing University and later York University.
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.
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Dianne Rose joined our team in February 2013 bringing with her more than 35 years experience in the Group Insurance industry, an extensive background in sales and underwriting support, client service relationship, contract issue and communications.
Dianne maintains ongoing contact with all group insurance and speciality insurance program providers. Her responsibilities include all aspects of the Matheis group benefits business in marketing, renewals, administrative and data integrity, interim and retrospective reports. Dianne acts as a liaison between the client plan administrators and the program providers. She provides administrative support and technical expertise in a partnering environment for a select group of clients. While responsible for daily administration, case flow, member communications and materials, Dianne also conducts detailed market surveys and costing analysis while responsible for the design and implementation of special risk programs and hybrid employer arrangements.
In her free time Dianne enjoys cooking with her husband and spending time with her family and friends.
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Kathy-Ann joined Matheis Financial Group in April 2018, bringing to the team valuable professional experience in group dynamics, planning, effective team management, communications and analytical skills. For more than 15 years she has been employed in the Insurance Industry, working with several major insurance carriers in a variety of roles including Claims Adjudicator and Senior Client Service Representative.
In her current role she acts as a liaison between the plan administrators and the clients providing full administrative support and technical expertise in all areas of group benefits.
In her free time Kathy-Ann enjoys travelling and spending time with family and friends.
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In January 2006 David Mannila joined the team, bringing with him 25 years of valuable experience.
David has his B.A. in Mathematics from The University of Waterloo, and his M.B.A. from The University of Toronto. He acquired his Life License in 1983 and completed his Canadian Securities Course (CSC) in 1993.
David began his career as a Group Pensions Representative at Manulife for 8 years before branching out on his own for the past 25 years. David specializes in benefits and employer sponsored retirement programs, while assisting individuals with personal financial planning solutions.
In his free time David enjoys golfing and spending time with his family, especially his granddaughter.