Harry Matheis, CHS, FEA

Founder & CEO, Matheis Financial Group

Harry Matheis’ multi-discipline professional business advisory Matheis Financial Group is deeply rooted in helping clients overcome obstacles to meet their goals. The firm’s unique approach shares ownership of task in the delivery of advisory services to Family Business, Corporations and Individuals who seek clarity and for direction. For more than three decades the company’s strength and experience continues to grow in the alignment of listening and developing unique solutions with business, business owners and individuals facing people challenges in an everchanging human landscape.

Harry is celebrating 36 years of privilege to serve business families, corporations, individuals and professionals across Canada and the United States. He credits success of being a part of an excellent team who share the driving principles of putting the clients first, owning task, striving for excellence, and always trying to get better while continuously looking to “being the future”.

Harry is a 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 an active committee member of CALU. Harry has contributed to his profession with speaking engagements, written articles, and participation on various advisory boards in the pension, Compensation, Benefits and Family Business Advisory area.

As a lifelong learner, in January 2021 Harry obtained his Responsible Investment Specialist (RIS) designation. He has also 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 graduation from the Ontario Police College, 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 Board Member of Golden Rescue Canada.