Solutions for your future needs.

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(519) 746-4646

Investment Planning

An investment planning defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Benefits of a Financial Plan

A good financial plan is multi-faceted: It must anticipate change and reflect your specific financial goals and objectives, while considering your level of investment risk tolerance.

Individual Life

Life insurance is a type of coverage that pays benefits upon a person's death to designated beneficiaries.


The Mertin Team

About

Introducing the Mertin Financial Inc. Professionals . . .

Professional Profiles

Harold A. Mertin B.A., CFP, CIM, CLU,

Harold is the President and CEO of Mertin Financial Inc. Early in his career Harold had a vision to create a business built around the needs of his clients. He also realized that no one person can be all things to all people; therefore, he built a team of like-minded individuals that are specialists in their own field of expertise.

Harold is a graduate of Wilfrid Laurier University, (Economics), is a Certified Financial Planner with Manulife Securities Incorporated and is a Certified Investment Manager.

Harold is a graduate of the Family Enterprise Advisor Program offered through the Sauder School of Business (UBC). This program is designed to equip Advisors in helping business families and their leaders effectively manage the unique challenges that face family businesses during a leadership transition.

W.K. (Jimmy) Jim, B. Admin., CFP (Investment Advisor Associate with Manulife Securities Incorporated)

Jimmy brings ten years plus experience in financial planning and investment analysis. Jimmy was born and raised in Hong Kong and speaks fluent Cantonese. He is a graduate of Lakehead University and acquired his Certified Financial Planner designation in 2002. Jimmy's strong analytical knowledge of the financial markets, coupled with his business background, has allowed Jimmy to provide our valued clients with financial advice and investment direction to meet specific retirement and lifestyle goals.

Marcy McDougald,
Client Service Coordinator

Marcy has been involved in the insurance industry for 30 plus years. She has developed her career with Harold Mertin by focusing on individual insurance products and financial services. Her ability to continuously keep up-to-date on client service initiatives, allows our clients the benefit of leading-edge products.

DISCLOSURES:

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

Insurance offered through Mertin Financial Inc.

Manulife Securities Disclaimer



Get in touch


Mertin Financial Inc.

Unit#4, 745 Bridge Street West
Waterloo ON N2V 2G6

Phone: (519) 746-4646
Toll free: (888) 429-9931

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