Our Team

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.

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.

Insurance products available through Douglas Lagasse.
 

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 preparation of a comprehensive financial plan. Geoff actively consults with both individual clients and company employees in the areas of investing, insurance planning and banking solutions. His branch responsibilities are to guide growth and operations through regular branch compliance reporting, product research, advisor training, staff management and strategic planning.

Geoff earned his Bachelor of Arts degree at Concordia University in 1994 in Montreal. Shortly after he completed the Canadian Securities Course with honours and the Canadian Investment Funds Course in 1995 and earned his Life License in 1997.

Geoff enjoys personal time with his wife and sons aboard their family boat on the Rideau River in Eastern Ontario or camping across Canada in the summer months and is also an avid skier throughout the winter.

Insurance products available through Geoffrey Campbell.

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 Canadian Securities Course (CSC) in 1993.

David began his career as a Group Pensions Representative at Manulife for 8 years before branching out on his own for the past 20 years. David specializes in benefits and employer sponsored retirement programs, while assisting individuals with personal financial planning solutions.

In his free time, David enjoys golfing and spending time with his granddaughter.

Insurance products available through David Mannila.

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 a combined Securities and Mutual Fund dealership. In 1995, Doug switched gears and began servicing the client side of the business and for the past several years, Doug has enjoyed working with his own clients. 

Doug combines his technical experience with Matheis Financial Group’s considerable planning talents thus offering his clients a full suite of top tier wealth management and estate planning services.

In his free time, Doug and his wife Rhonda enjoy spending time at their cottage on Lake of Bays in Muskoka where Doug was President of the Lake of Bays Association and Director of the Federation of Ontario Cottagers for several years.

Insurance products available through Douglas Lawson.