Solutions for your future needs.

Book a meeting


(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.


Services

Throughout your life, you and your family will have many dreams and goals that you will hope to achieve.

We provide individually tailored solutions to help you in the achievement of these goals — and can help you plan to provide for the future.

Our area of planning expertise we can integrate into your plan where needed include:

  • Wealth Planning
  • Education Planning
  • Financial Planning
  • Advice on Stocks, Bonds, ETF's Mutual and Seg Fund Portfolios
  • Retirement Planning
  • Employee Benefits
  • Estate Planning Tax Planning
  • Life Insurance Protection
  • Disability and Income Replacement Protection
  • Critical Illness Protection
  • Long Term Care Pre-funding
  • Private Wealth Management Online Educational Financial Library

Contact our representative for further information on how we can help you to reach your goals.

DISCLOSURES:

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

Insurance offered through Mertin Financial

Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

Manulife Securities Disclaimer



Get in touch


Mertin Financial

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

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

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