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(519) 746-4646

 

Team Directory

Mertin Financial

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

(519) 746-4646
1-888-429-9931

 

Name Position Phone Fax
Harold A. Mertin, B.A., CLU, CFP, CIM Investment Advisor Tel: (519) 746-4646 Fax: (519) 746-8450
W.K. (Jimmy) Jim, B.Admin., CFP Investment Advisor Assistant Tel: (519) 746-4646 Fax: (519) 746-8450

 

DISCLOSURES:

Insurance products and services are offered through Mertin Financial Inc.

Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds.

The Manulife Bank Advantage Account is offered by Harold Mertin through referral arrangement with their insurance business Manulife Bank of Canada and is separate from Manulife Wealth Inc. product offerings.

Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance protection products, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Wealth Inc., and Manulife Wealth Insurance Services Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.


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