Find a CEA

With over 18 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I am an independent, IIROC/ CIRO licensed, financial advisor with Aligned Capital Partners. I am a  Certified Financial Planner, (CFP), Chartered Professional Accountant (CA-CPA), Certified Investment Manager (CIM) and Certified Executor Advisor (CEA). I am knowledgeable about  financial planning, investments, insurance, tax and estate planning and use of life insurance to increase estate values. 

I also have a small, group of professionals that I work/ consult with when required. 

I like to think that I can help grow and protect your wealth.  

I understand how financial pieces fit together and how priorities change through a person's lifetime. I can look at  your situation and help identify, prioritize and implement needed improvements. I prepare personal financial statements that you can maintain to better understand your whole situation.

Life insurance can help successful business owners significantly increase the after tax value of their estates.

I am an advisor to the Board of the JCCC Foundation and former treasurer & board member of the Japanese Canadian Cultural Centre.  I have ties to a special fundraising project for St Michael's Hospital. This experience has helped me gain familiarity with foundations, fundraising and charitable giving.

 I live in north Oshawa and meet with clients in person  anywhere within the GTA/ Golden Horseshoe or via video/ phone.  I am relatively low key, not pushy, easy to work with.  My work and client list is all confidential. 

Thank you for your time!

I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE  PLANNING.

I LOVE HELPING PEOPLE  MAKE  WISE FINANCIAL DECISIONS

I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE

I am a Registered Representative with CIRO  including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly looking for ways to improve my personal and professional skill set.

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

Beginning a career in consumer finance in 1974 Ian's first 7
years learning why many people struggle with money. In 1987 Ian joined a
life insurance firm to learn more about estate planning and
investments. Later mutual funds were added. In 1994 Ian became
an independent broker and remains so to this day.

Ian enjoys teaching people
why it's crucial to eliminate non-deductible debt as quickly as possible. This
has become a key to his work. Reducing personal
consumption while building a solid portfolio of income producing
investments can help to create a stress free, and sustainable financial
future.

Alternative Investments can offer unique opportunities
for some investors and Ian has become very skilled in finding suitable
investments for most investors, from the most aggressive, to the most
conservative.