The best financial decisions are often aligned with meaningful financial goals. Are you trying to provide
your employees with a comprehensive benefit plan? Are you close to retirement?
Do you know where you should be investing your money so that you can enjoy your work-free years? Will your family be protected if something happens to you? At Mertin Financial, we are here to help with any financial decisions you might be facing.
Group Insurance is an insurance plan that protects a group of people's financial security in one or more ways, such as offering low-cost life insurance or a dental plan for the self-employed.
Maybe not as much as you think. You save and invest your money over many years knowing that one day when your employment income stops, you'll need another source of income to maintain your standard of living. Read more
Most financial advisors suggest you will need 60-70% of your pre-retirement income to live off of; however, it can be much less if you retire with a debt-free home, no credit card debt and no dependents living with you.
We can help you determine if you’re on track for retirement, or if you need some guidance to improve your financial situation to better enjoy your retirement years.
Mertin Financial supports: United Way (Kitchener Waterloo), House of Friendship, Grand River Hospital (Young Adult Program - YAP), Operation Christmas Child, KW Pregnancy Center, Ride & Stride for Cancer, Investments offered through Manulife Securities Incorporated. Read more
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.
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