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Paula Brubacher
Client Services Administrator
905.837.2600 ext. 37

In September 2013 Paula joined Matheis Financial Group as Client Services Administrator, bringing more than 20 years’ experience to our team. A dedicated and accomplished Client Services Manager, Paula’s expertise includes superior customer service, as well as experience in the areas of pension, accounting, compliance, team leadership and relationship management.

At Matheis her responsibilities include all aspects of client service; accurate and timely completion of daily portfolio administration of client accounts, including opening accounts and coordinating trades, verifying financial transactions and ensuring the accuracy of the data processed. Paula assists the advisors with meeting preparation, she maintains and organizes client files, and is the first point of contact for guests who visit the Matheis team offices.

Paula’s education includes Accountant/Programmer Analyst, Centennial College, 401(k) Training & Certification, and completion of FINRA Series 6. She has also completed many continuing education courses.

In her free time Paula enjoys spending time with her family, which keeps her active and she loves to travel. 

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