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In 1985, with a clear vision and entrepreneurial spirit, Harry Matheis founded Matheis Associates Benefits Consultants Inc. What began as a specialized benefits consultancy has since evolved into Matheis Financial Group—a multi-disciplinary advisory firm serving businesses, families, and individuals across North America.
From the outset, Harry’s approach has been rooted in providing clarity and strategic direction to organizations and individuals navigating change. The firm’s foundation was built on pension and benefits consulting and financial planning, later expanded with a strategic Human Resources Advisory division. Today, Matheis Financial Group is celebrating 40 years of trusted service, guided by Harry’s philosophy of always putting clients first, striving for excellence, and continually embracing the future.
Harry credits much of his success to the dedicated team around him, united by a shared commitment to client service and innovation. Over four decades, he has had the privilege of advising family businesses, corporations, professionals, and individuals throughout Canada and the United States.
Harry is a 38-year member of The Financial Advisors Association of Canada (Advocis), where he served as President of the Durham Chapter, and he holds membership in the Canadian Investment Funds Institute of Canada (IFIC). He is also an active member of the Canadian Pension & Benefits Institute (CPBI), the International Foundation of Employee Benefits Plans (IFEBP), and CALU. He holds the Elder Planning Counselor (EPC) and Certified Health Insurance Specialist (CHS) designations, and in 2021, he earned the Responsible Investment Specialist (RIS) designation. Harry has also completed the Family Enterprise Advisory program, receiving the FEA designation from the Institute of Family Enterprise Advisors, Sauder School of Business at the University of British Columbia.
Throughout his career, Harry has contributed to the profession by chairing industry advisory boards in pensions, insurance, employee benefits, and disability management, as well as publishing numerous articles in trade journals and industry magazines. His educational background includes a Social Sciences degree from Centennial College and York University, with additional studies in Marketing and Business at Toronto Metropolitan University (formerly Ryerson).
Outside of work, Harry enjoys golfing, travel, is an avid Formula 1 fan, and a wine enthusiast. He is also “concierge” to Atlas and Lucy, his two beloved Golden Retrievers, and is actively involved in Golden Rescue, reflecting his lifelong passion for giving back.
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As Vice President of Matheis Financial Group, Patti Matheis leads the firm’s Human Resources services, supporting clients across a wide range of industries including communications, manufacturing, non-profit, hospitality, and the motion picture/film sector.
With more than 40 years of human resources experience in both Canada and the United States, Patti brings extensive expertise as a true generalist. Her skills span employee resource planning, compliance, recruitment, compensation and benefits, performance management, career counseling, and strategic organizational design. She has held senior leadership roles, including Director and Vice President positions, with organizations such as Fasson Canada, Avery Dennison, Canada Post, and Canadian Pacific—working in both unionized and non-union environments with employee populations ranging from 24 to 17,000.
Patti earned her Certified Human Resources Professional (CHRP) designation through the University of Toronto and Durham College in Oshawa. In 2014, she further advanced her credentials by obtaining the Certified Human Resources Leader (CHRL) designation from the Human Resources Professionals Association (HRPA).
Outside of work, Patti enjoys spending time with her family and her two Golden Retrievers, Atlas and Lucy. Her love of animals has inspired her volunteer work with Golden Rescue, and she is also a passionate Formula 1 racing fan.
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Talia Lane has been a driving force behind the success of Matheis Financial Group for more than 22 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 passion for community extends beyond her work at Matheis. Since 2020, she has been a dedicated leader within the Ajax-Pickering Board of Trade (APBOT). Her leadership journey includes serving as Vice President in 2021, followed by two terms as President in 2022 and 2023, and Chair in 2024. While she no longer serves on the Board, Talia remains actively involved as Chair of both the Women’s Committee and the Golf Committee, continuing to champion local businesses and entrepreneurs. She takes pride in collaborating with APBOT members and partners to help foster a thriving business ecosystem in Ajax and Pickering through advocacy, events, and meaningful partnerships.
Talia’s commitment to her alma mater also shines through her active involvement with the Durham College Alumni Association (DCAA). Elected to the Board of Directors in September 2024, she was further elected in 2025 as Vice President 2. In this role, she helps guide the Association’s strategic direction and contributes to programs and initiatives designed to support both past and present students, reinforcing her passion for education and community growth.
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 of 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, she organizes and executes a charity softball tournament with all proceeds 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.
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Mary-Anne Rogers has been a cornerstone of Matheis Financial Group since joining the firm in 1992. With more than 33 years of experience in the financial services industry, she manages employee benefits and company-sponsored savings programs while also providing executive-level support to clients. In addition to her client responsibilities, Mary-Anne plays a key role in overseeing corporate operations, business strategy, customer propositions, and brand management—helping to support the firm’s continued growth and long-standing reputation for trusted advice.
Prior to joining Matheis Financial Group, Mary-Anne spent five years as a Senior Marketing Assistant at Manulife Financial. She is a graduate of the Executive Secretarial Program at Sheridan College in Oakville, Ontario, and has continued to expand her professional expertise through specialized education in individual insurance, life and health, and employee benefits. Mary-Anne holds the Certified Health Insurance Specialist (CHS) designation and is also licensed through the Life Licence Qualification Program (LLQP).
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Geoff Campbell, CFP, is Assistant Branch Manager of the Matheis Financial Group Pickering branch and has been a valued member of the team since 1995. With nearly three decades of experience in the financial services industry, Geoff works closely with both individual clients and company employees, providing guidance in investment strategies, insurance planning, and banking solutions. In his leadership role, he supports branch growth and operations through compliance oversight, product research, advisor training, staff management, and strategic planning.
Geoff earned his Bachelor of Arts degree from Concordia University in Montreal in 1994. He subsequently completed the Canadian Securities Course with honours, the Canadian Investment Funds Course in 1995, and obtained his Life Licence in 1997. Geoff also holds the Certified Financial Planner (CFP) designation.
Outside of the office, Geoff enjoys spending time with his wife and children. The family stays active year-round, often camping and travelling during the summer months and hitting the ski hills together throughout the winter.
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Michael joined Matheis Financial Group in August 2018, bringing more than a decade of technical experience in the banking sector. His background combines academic training in accounting, finance, and business administration with strong hands-on industry experience. As a member of the Matheis team, Michael works closely with clients to develop thoughtful financial strategies and help them move confidently toward achieving their long-term goals.
Michael is a graduate of the Bachelor of Business Administration (BBA) program at Wilfrid Laurier University and obtained his CPA, CMA designation in 2021. He also holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, reflecting his commitment to delivering comprehensive financial planning and investment expertise to clients.
Outside the office, Michael enjoys travelling with his wife and two daughters, staying active through sports, and supporting charitable initiatives. He has contributed his time and energy to fundraising efforts for organizations such as the Jays Care Foundation, Movember, and the Ride to Conquer Cancer.
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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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Paula joined Matheis Financial Group in September 2013 as a Client Services Administrator, bringing more than 20 years of industry experience to the team. A dedicated and accomplished Client Services Manager, Paula is known for her strong commitment to exceptional client service and her extensive experience in pension administration, accounting, compliance, team leadership, and relationship management.
At Matheis Financial Group, Paula plays a key role in supporting both clients and advisors. Her responsibilities include the accurate and timely administration of client portfolios, opening and maintaining accounts, coordinating trades, verifying financial transactions, and ensuring the integrity of client data. She also assists advisors with meeting preparation, maintains and organizes client records, and serves as the welcoming first point of contact for clients visiting the Matheis offices.
Paula completed the Accountant/Programmer Analyst program at Centennial College and has obtained additional industry training, including 401(k) Training & Certification and FINRA Series 6. She has also completed numerous continuing education courses to further strengthen her professional expertise.
Outside of the office, Paula enjoys travelling and spending time with her family, who keep her active and busy.
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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.
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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.