Bob Matheson has been a trusted expert in financial planning and benefits consulting for decades. His journey began in 1987 with London Life, where he developed a deep understanding of life insurance and financial services. Later, he transitioned to Great-West Life, where he refined his expertise in group benefits and savings. In 1999, he founded Ram Financial, building a strong client base and earning the trust of businesses throughout the community.
After years of dedication, Bob carefully considered the future of his business. He wanted to ensure his clients would continue receiving the highest level of service and expertise. After evaluating several options, he chose Wiegers Financial & Benefits—largely because of our long-term vision, succession planning, and specialized team.
Why The Partnership With Bob Matheson Makes Sense
For Bob Matheson, selecting the right partner was crucial. Many brokerages in Saskatoon lacked a clear succession plan, making it difficult to guarantee long-term security for his clients. However, at Wiegers Financial & Benefits, we are built for the future. Our commitment to sustainability, innovation, and long-term client relationships made us the perfect fit.
This transition ensures that Bob’s clients will continue receiving exceptional service, backed by a team of experts specializing in group benefits, group retirement, life insurance, and investments. Importantly, Bob remains involved, offering guidance and ensuring a seamless experience for everyone involved.
Welcoming Kelsey Stabler and Strengthening Our Team
Another exciting aspect of this partnership is the addition of Kelsey Stabler, a valued member of Bob Matheson’s team. Her expertise, knowledge, and client-first approach align perfectly with our values. At Wiegers Financial & Benefits, we believe that having the right people in place is key to delivering exceptional service. With Kelsey joining us, we further strengthen our ability to serve our expanding client base.
Looking Toward the Future
This partnership is more than just a business transaction—it’s a commitment to continuity, growth, and excellence. Bob Matheson has built a reputation for outstanding client service, and we are proud to carry that legacy forward.
Additionally, Bob has expressed interest in transitioning his individual insurance and investment business to Wiegers Financial & Benefits in the future. This long-term vision aligns with our strategy of building strong, lasting relationships with our clients and advisors.
A Message to Our Clients and Community
For our clients—both existing and those joining us from Ram Financial—this transition underscores our unwavering commitment to providing best-in-class service. We are not winding down; we are winding up. We are continuously growing, investing in talent, and expanding our capabilities to ensure that our clients receive exceptional financial and benefits planning.
We also want to extend an open invitation to advisors and firms considering their own succession planning. If you are looking for a partner who values sustainability, client service, and long-term vision, we would love to start that conversation.
Final Thoughts
We are honoured to welcome Bob Matheson’s clients into the Wiegers Financial & Benefits family. We are equally grateful for Bob’s trust and endorsement, which reinforce our reputation as one of the leading financial and benefits consulting firm in the region.
This is just the beginning of an exciting new chapter, and we look forward to growing together. If you have any questions or would like to learn more, please reach out.
Here’s to a bright and prosperous future!
- Colton Wiegers, CFA, B.Comm.
CEO, Wiegers Financial and Insurance Planning Services Ltd.
Although the author is affiliated with a partner firm of Q Wealth, this publication was prepared prior to its affiliation with Q Wealth, it is not an official Q Wealth publication, and the author is not a registrant or research analyst of Q Wealth. The views expressed herein are those of the author alone, and they have not been approved by, and are not necessarily those of, Q Wealth. This publication is for information purposes only, it is not legal, tax, accounting or investment advice and should not be relied as such.
