Our Team

 

Bringing more than 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Harry MatheisFEA™, CHS, EPC

Branch Manager

In 1985,  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 I...
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Geoff CampbellB.A., CFP®

Certified Financial Planner®

Geoff Campbell is a Certified Financial Planner (CFP®) and the assistant Branch Manager of Matheis Financial Group. He joined the company in 1995 and provides his clients with a Total Client Experience through the use of a tailored Wealth Management Process and the preparati...
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Doug LagasseCFP®, EPC

Certified Financial Planner®

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 retirem...
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Doug LawsonCPA, CMA

Financial Advisor

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 ...
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Michael AsadoorianCPA, CMA

Associate Advisor

Michael joined Matheis Financial Group in August 2018 bringing to the team more than 10 years technical experience in in the banking sector. As a member of our team Michael stands ready to guide clients towards living their dream. Michael’s experience blends academic trainin...
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David MannilaB.A., M.B.A.

Financial Advisor

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 Canadia...
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Our Consultants

Liiban A. Hersi

Sr. Financial Advisor

Alwin Fearon

Sr. Financial Advisor

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

 

Each year, from coast to coast we participate in Junior Achievement’s projects
and in-school events that aim to help kids improve their knowledge, skills and confidence in making the best financial choices. Each year more than 226,000 young Canadians experience a Junior Achievement program from over 13,500 committed business mentors, including many from Investment Planning Counsel.

The JA programs - Dollars with Sense and Economics for Success - are delivered in schools by volunteer advisors. And research has shown that over 75% of Junior Achievement’s past participants believe the programs had a significant impact in developing their financial literacy skills –– saving more, borrowing less and doing better financially than the average Canadian.