Solutions for your future needs.

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(519) 746-4646

Mertin Financial Group Inc.
Harold Mertin B.A., CLU, CFP, CIM

Unit#4, 745 Bridge Street West
Waterloo ON N2V 2G6
Phone: (519) 746-4646, Toll Free: (888) 429-9931
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Retirement... Ready or Not

 

Our Services

Our Services

The best financial decisions are often aligned with meaningful financial goals. Are you trying to provide your employees with a comprehensive benefit plan? Are you close to retirement?
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Do you know where you should be investing your money so that you can enjoy your work-free years? Will your family be protected if something happens to you? At Mertin Financial, we are here to help with any financial decisions you might be facing.

 

Group Benefits

Group Benefits

Group Insurance is an insurance plan that protects a group of people's financial security in one or more ways, such as offering low-cost life insurance or a dental plan for the self-employed.
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How much money will you need to retire?

How much money will you need to retire?

Maybe not as much as you think. You save and invest your money over many years knowing that one day when your employment income stops, you'll need another source of income to maintain your standard of living. Read more

Most financial advisors suggest you will need 60-70% of your pre-retirement income to live off of; however, it can be much less if you retire with a debt-free home, no credit card debt and no dependents living with you.

We can help you determine if you’re on track for retirement, or if you need some guidance to improve your financial situation to better enjoy your retirement years.

 

Community Involvement

Community Involvement

Mertin Financial Group supports: United Way (Kitchener Waterloo), House of Friendship, Grand River Hospital (Young Adult Program - YAP), Operation Christmas Child, KW Pregnancy Center, Ride & Stride for Cancer, Investments offered through Manulife Securities Incorporated. Read more

  • United Way (Kitchener Waterloo)
  • House of Friendship
  • Grand River Hospital (Young Adult Program - YAP)
  • Operation Christmas Child
  • KW Pregnancy Center
  • Ride & Stride for Cancer

 

 

 

Resources/Links

Resources/Links

Globefund Government of Canada Home Page Benefits Canada: Industry Publication Canadian Health Network: Sponsored by Health Canada The MERCK Manual Home Edition: The Best Selling Reference Book Online Prescription Drug Information Government Web Sites: WCB-BC Canada Revenue Agency ImmigrationEmployment Insurance Statistics CanadaHome
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DISCLOSURES:

Mutual funds, stocks, bonds, and financial planning are offered through Manulife Securities Incorporated.

Insurance offered through Mertin Financial Group Inc.

Manulife Securities Disclaimer


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