Mercator Financial

Welcome to Mercator Financial, a branch of Manulife Wealth Inc. We are a team of experienced financial advisors dedicated to providing outstanding client services and always acting in the best interest of our clients. Our mission is to make a positive impact on the lives of our clients and their families by helping them achieve their financial goals. We take pride in getting to know our clients on a personal level, understanding their unique situations, and being deeply involved in our local communities.

Our team consists of Norm Tonnies, Chad MacLeod, Craig Robinson, Travis Cuthbert, Juan Cabrales, Marcy Feicht, Mark Jensen, Connie Schlamp, Donna Gatzke, Doreen Nicholson, Lindsay Aman, Karen Cox, Tamara Veason, Twylla Kinch, Wendy Zanidean, Sandi Silzer, Heather Christie, and Shayla Vickers. We are committed to working together to provide comprehensive financial advice and exceptional service to each of our clients.

Our Services

At Mercator Financial, we specialize in helping clients who are already retired or plan to retire within the next five to 10 years. We understand the importance of making the most of your retirement funds, maintaining your current lifestyle, and ensuring your money lasts. Our goal is to give you peace of mind by providing financial clarity and proactively looking out for your best interests with independent and unbiased advice.

*Retirement Planning*

Our specialty is creating personalized financial plans for clients nearing retirement or already retired. We will help you understand your primary goals, such as staying in your current home or moving to a more affordable location, and ensure that you have enough savings to fund those goals based on an estimated market return of five to ten percent each year. We will also consider your time horizon, the type of savings and investments you have, and their tax implications. Furthermore, we will help you understand your eligibility for Canadian Pension Plan and Old Age Security income, as well as the insurance policies that can be used to decrease or defer taxes. Finally, we will ensure that you have a solid Power of Attorney and Will in place to protect yourself and your family.

*Awaken Your Wealth Program*

Our Awaken Your Wealth Program is a comprehensive approach to financial planning that considers all areas of your financial life. We work with you to protect and control the financial future of your family and loved ones by coordinating your finances with your accountant, lawyer, mortgage broker, commercial lender, and other professionals. Our goal is to provide total transparency and a fee audit, beneficiary audit, and Will/Insurance review. We help our clients have a potentially higher probability of success in reaching ALL of their business and personal goals.

*Financial Organization*

We believe that financial organization is essential for success. Our approach considers seven key areas of your financial life: tax, estate, risk, investments, insurance, debts/cash flow, and probability of success. We work with our clients to create a comprehensive plan that includes future goals on paper and a potential higher probability of success in reaching ALL of their goals.

Book a Meeting

If you're ready to take control of your financial future, we invite you to book a meeting with us. We would be happy to help you clarify your goals, create a personalized financial plan, and provide ongoing support and advice to ensure that you have financial clarity, peace of mind, and the confidence to enjoy what you love most.