Business Details
44 Years
experience
Trusted Financial Advisers in Burlington, ON
Metherell Financial has been delivering tailored financial advice to individuals and families since 1982, with a focus on retirement planning, estate planning, and investment management. Our team of certified professionals combines decades of industry experience with a client-centric approach, prioritizing personalized solutions over generic advice. We leverage advanced tools and a network of experts to address complex financial challenges while maintaining accountability and transparency. Our independence allows access to a wide range of products, ensuring recommendations align precisely with client needs. With over 35 years of continuous service, we emphasize long-term relationships built on trust, education, and proactive financial guidance.Our advisors hold prestigious designations including Certified Financial Planner and Chartered Professional Accountant, demonstrating technical expertise and ethical standards. We specialize in mitigating financial stress through comprehensive planning, tax optimization, and risk management strategies tailored to life's evolving circumstances. Community engagement remains central to our values, with active participation in financial literacy initiatives and local organizations. Our commitment to excellence has earned recognition through industry awards and multi-generational client relationships spanning decades.
Services
Retirement Planning
Estate Planning
Investment Management
Insurance Solutions
Tax Planning
Details
- Year established: 1982
Highlights and features
- We offer 35+ years of continuous financial advisory experience
- Our team holds Certified Financial Planner and Chartered Professional Accountant designations
- We provide personalized financial roadmaps tailored to individual life stages
- Our independence ensures unbiased product recommendations from multiple providers
- We combine technical expertise with proactive client education and support
What people say
Knowledgeable advisors
Personalized service
Trustworthy guidance
Proactive planning
Long-term relationships
Services
Retirement Planning
Our retirement planning service creates customized strategies to ensure financial security during all retirement phases. We analyze current assets, project future needs, and implement tax-efficient withdrawal plans. With expertise in RRSPs, RRIFs, and pension optimization, we help clients navigate the transition from wealth accumulation to sustainable income generation while minimizing tax liabilities.
Estate Planning
Estate planning services focus on efficient wealth transfer while minimizing tax implications. We coordinate wills, trusts, and beneficiary designations to execute client wishes while protecting assets. Our specialists handle estate settlements and intergenerational wealth strategies, ensuring smooth transitions for beneficiaries through proactive legal and tax planning.
Investment Management
Investment management services develop personalized portfolios aligned with risk tolerance and financial goals. We offer RRSP, TFSA, and non-registered account management with access to diversified investment options. Our approach combines market analysis with tax-efficient strategies to optimize returns while maintaining appropriate risk levels for each client's unique circumstances.
Insurance Solutions
Our insurance services provide comprehensive risk management solutions including life, critical illness, disability, and long-term care coverage. We assess individual protection needs to create customized policies that safeguard financial security against unexpected events, ensuring clients maintain their standard of living during challenging times.
Tax Planning
Tax planning services focus on minimizing lifetime tax liabilities through strategic financial structuring. We coordinate investment, retirement, and estate plans to maximize tax efficiencies using registered accounts, income splitting strategies, and timing of capital gains/losses to optimize overall financial outcomes.
People
Brynn Metherell
Financial Advisor
Certified Financial Planner with Chartered Professional Accounting designation, specializing in comprehensive financial strategies. Transitioned from corporate finance to client advisory services, focusing on personalized wealth management solutions for individuals and families.
Marty Metherell
Founder
Established Metherell Financial in 1982 with over four decades of industry experience. Recognized with Million Dollar Round Table membership since 1984, specializing in retirement and estate planning with expertise in over 250 estate settlements.
Anne Marie
Office Manager
Licensed life insurance professional with 20+ years in financial services. Former Manulife Head Office specialist, managing client communications and administrative operations while maintaining industry education through continuing professional development.
Kalessy
Client Communications
Recent Laurier University graduate with Communications Studies degree and Life Insurance License. Specializes in client relations and advisory support, combining academic training with practical financial services experience to enhance client interactions.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, estate planning, investment management, insurance solutions, and tax optimization strategies tailored to individual client needs.
How are you different from large financial institutions?
As an independent firm, we offer unbiased advice without corporate product mandates, focusing on personalized solutions rather than standardized offerings from major banks or investment houses.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners, Chartered Professional Accountants, and licensed insurance professionals with decades of combined industry experience and ongoing continuing education.
How do you work with new clients?
We begin with a comprehensive needs assessment, then develop customized financial roadmaps. Our process includes regular reviews and adjustments to ensure plans evolve with clients' changing life circumstances.
Do you work with out-of-town clients?
While based in Burlington, we utilize technology like virtual meetings to effectively serve clients across Ontario and maintain long-distance relationships established over our 35+ year history.
