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Ready to book a financial consultation or simply have some questions, get in touch.

We are a private Wealth Management & Insurance Firm based in Swift Current, Saskatchewan.

Mercator Financial

Mercatorfinancial@manulifesecurities.ca

T: (877) 575-0587

Manulife Securities Incorporated

T: (306) 778-0730

Fax: (306) 778-0731

Manulife Securities Investment Services Inc.

T: (306) 778 – 6611

Fax: (306) 778-7644

250 Central Avenue North

Suite 3

Swift Current, SK

S9H 0L2

Please email us using the form below.

Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.

Contact Us

We are a private Wealth Management & Insurance Firm based in Swift Current, Saskatchewan.

Please email us using the form below.

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