Harry Matheis, FEA™, CHS, EPC
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 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 32 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 30 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 two fabulous Golden Retrievers, plus passionate active involvement in the Golden Rescue Organization.
Insurance products available through H.W. Matheis.