The Mertin Team
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 the 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 an Investment Advisor with Manulife Securities
Incorporated and has acquired a Certified Investment Manager (CIM) designation.
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 Assistant with Manulife Securities Incorporated)
Jimmy brings twenty years plus experience in the financial and investment industry. 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 support to Harold Mertin in meeting client's specific
retirement and lifestyle goals.
Marcy McDougald,
Assistant Investment Representative, Life Insurance Assistant, Manulife Securities Incorporated
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.
