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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.


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.


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.