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.


Annuities

An annuity is a simple retirement option you can use to create income. In exchange for a sum of money, you receive income payments made up of interest and principal that are determined by your age (and in certain cases, your spouse's age), current interest rates, the length of time the payments are guaranteed for and the amount of money used to purchase the annuity.

Annuities can offer the highest guaranteed income amount possible from an investment at the time of planning. They are an exceptional choice for an investor who wants to help cover essential expenses in retirement, prefers a guaranteed income stream, is concerned about outliving his or her savings, wants to reduce tax on investment income or subsidize early retirement income. It is also useful where an investor wants to fund a child's ongoing educational costs.

Contact us to discuss Annuity options available that may suit your overall investment planning.

Get in touch



Mertin Financial

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

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

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


A A