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.


Individual Pension Plan

An Individual Pension Plans (IPP) is a vehicle for retirement and estate planning for the right person (business owners over 40 or incorporated professionals earning around $100,000 or more). It is a defined benefit pension plan which provides greater tax deferred contributions than those available through a Registered Retirement Savings Plan (RRSP).

Contact me to discuss the potential for a IPP for your needs.

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


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