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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 Group Professionals . . .

Professional Profiles

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

Harold is the President and CEO of Mertin Financial Group 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.

Gabrielle Ettin, BSc., MBA (Investment Advisor Associate with Manulife Securities Incorporated)

Graduated from the University of Cape Town with a Science degree. After spending some years doing research and working towards a Masters degree in Science, Gabrielle changed direction and completed a MBA at Wilfrid Laurier University. Subsequently Gabrielle spent three years at the Royal Trust and then moved to BMO Nesbitt Burns where she worked as an Investment Advisor for over 20 years.

Marcy McDougald, Client Services Assistant

Marcy has been involved in the insurance industry since 1980. For the past 20 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.

Nancy J. Reid
Employee Benefits Analyst

Over the past 33 years, Nancy’s career has focused on employee benefits, covering a range of experience from underwriting, marketing, client service, to claims and benefit analysis. Working with Harold Mertin for 25 years has provided the opportunity to further develop her knowledge through industry seminars keeping abreast of new developments in the management of employee benefit programs.

Angie Murray
Group Benefits Administrator

Angie has been involved in a Customer Service role for over seven years including two years as a Client Service Representative with a large major group insurance carrier. She brings superior service to our valued clients and their employees.

Paul Struck, CLU, RHU
Group Benefits Consultant

Paul began his career in the Group Insurance industry in 1983 following positions in the communications sector with Bell Canada & Rogers Cable Systems. Paul is Life licensed and specializes in all areas of Employee Benefits including Group Life & Health Plans, Registered Pension Plans and Group RRSPs. Paul obtained his CLU designation in 2000 and has a Registered Health Underwriter designation.

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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