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HOW WE WORK TOGETHER

Clarity Meeting

We talk and get clarity on your financial goals and dreams.

Your Financial Road Map

We create a customized financial roadmap tailored to your unique situation. 

Retire with Confidence

Relax and enjoy your retirement with financial confidence. 

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LATEST BLOG

Keep up to date with the latest news and helpful websites that share important information related to your business and retirement needs.

Insurance Planning

Insurance Planning

by Mercator Financial | Aug 31, 2022 | Blog, critical illness insurance, disability insurance, Individuals, life insurance, long term care, mortgage

Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent insurance planning is a strategy which can protect the vital asset of your ability to earn an income – perhaps the most important asset that you have.

Retirement Planning for Business Owners

Retirement Planning for Business Owners

by Mercator Financial | Aug 14, 2022 | Blog, Business Owners, Corporate, retirees, RRSP, tax, Tax Free Savings Account

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

Insurance Planning

Insurance Planning

by Mercator Financial | Jun 30, 2022 | Blog, critical illness insurance, disability insurance, Individuals, life insurance, long term care, mortgage

Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent insurance planning is a strategy which can protect the vital asset of your ability to earn an income – perhaps the most important asset that you have.

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Mercator Financial

 

1- 877-575-0587

For insurance or financial services:
Mercatorfinancial@manulifesecurities.ca

250 Central Avenue North- Suite 3

Swift Current, SK, S9H 0L2

 

BOOK A MEETING

Swift Current Office

 

Manulife Securities Investment Services Inc.

T: (306) 778-6611 | Fax: (306) 778-7644

Manulife Securities Incorporated

T: (306) 778-0730 | Fax: (306) 778-0731 



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MERCATOR FINANCIAL
250 Central Avenue North – Suite 3 Swift Current, SK S9H 0L2 | Toll Free: 1-877-575-0587

Mutual funds are offered through Manulife Securities Investment Services Inc. Stock Bonds and mutual funds offered through Manulife Securities Incorporated. Insurance products and services offered through Mercator Financial Inc. Manulife Securities 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 range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance 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. Please confirm with your advisor which company you are dealing with for each of your products and services. Financial Planning offered through Mercator Financial Inc. and Manulife Securities Incorporated. Financial Planning services offered by Manulife Securities Investment Services Inc. which holds the Certified Financial Planners designation. Financial Planning services offered by Manulife Securities Incorporated who hold the Certified Financial Planners designation. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. The Manulife Bank Advantage Account is offered by Chad MacLeod, Norm Tonnies, Travis Cuthbert, Juan Cabrales and Mark Jensen through referral arrangement with their Insurance business Mercator Financial Inc. and is separate from Manulife Securities Investment Services Inc. product offerings. Please confirm with your Advisor which company you are dealing with for each of your products and services. 

This publication contains opinions of the writer and may not reflect opinions of Manulife Securities Incorporated or Manulife Securities Investment Services Inc. The information contained herein was obtained from sources believed to be reliable, but no representation, or warranty, express or implied, is made by the writer or Manulife Securities Incorporated or Manulife Securities Investment Services Inc. or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or accounting advice. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.

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