Mertin Financial Group

Mertin Financial is a trusted financial planning firm based in Waterloo, Ontario. We work collaboratively with clients to establish and achieve their financial goals through comprehensive wealth planning, retirement planning, and risk management solutions.

Personal Wealth Creation

• Developing and implementing strategies to maximize your savings and investments
• Creating a comprehensive financial plan based on your specific goals and needs
• Providing guidance on tax-efficient investing and wealth preservation

Business Owner Solutions

• Succession planning and business valuation
• Employee benefit plans and retirement programs
• Comprehensive risk management solutions for your business

Retirement Planning

• Assessing your financial situation and retirement goals
• Developing a personalized savings and investment strategy
• Optimizing your retirement accounts for maximum tax efficiency
• Providing guidance on navigating complex rules and regulations

Our Approach

At Mertin Financial, we believe in building strong, lasting relationships with our clients. We take the time to understand your unique needs, goals, and financial situation. We work collaboratively with you to develop a personalized plan that aligns with your vision for the future.

Our Values

• Client-centered approach: We prioritize your needs and goals in every interaction.
• Integrity and transparency: We believe in open and honest communication with our clients.
• Expertise and experience: Our team of certified professionals has extensive experience in financial planning.
• Personalized solutions: We tailor our recommendations to your individual circumstances and goals.

Community Involvement

We are proud to contribute to the community through our involvement in various organizations like the United Way, House of Friendship, and the Grand River Hospital Young Adult Program.

Contact us to schedule a complimentary consultation and learn how Mertin Financial can help you achieve your financial goals.