Meet our Team
With more than 26 years’ experience in the financial planning and wealth management profession, Harry has worked with individuals, professionals and corporations as their advocate with the key purpose of helping clients identify and reach their business, personal and financial goals.
Matheis Financial Group joined Investment Planning Counsel in 1996 as one of the original firms, recognizing our business synergies and commitment towards total needs planning was matched by Investment Planning Counsel’s business objectives.
With a degree in Social Sciences from Centennial College and York University, Harry continued his studies at Ryerson in Marketing and Business. Harry is a 25 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), and the Retirement Planning Association of Canada (RPAC), and holds the Elder Planning Counselor designation (EPC) and Certified Health Insurance Specialist (CHS) designation. He has contributed to his field by chairing various advisory boards in the pension, insurance, employee benefits and disability management areas and he has written many articles for industry and trade magazines and journals.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.