facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Clarity  |  Insight  |  Partnership

We will awaken your wealth, help you realize the possibilities
and take focused action in pursuing your goals.

Awaken Your Wealth

Life is about much more than money; so is your wealth.

At Mercator Financial, we see your wealth as an opportunity for you to get more out of life. For many, managing their wealth is a challenge. We would enjoy the opportunity to awaken your wealth, to help you realize the possibilities and take focused action in pursuing your goals. 

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about us

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources 

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial Resources

"The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark".

 -Michelangelo

Contact us today to get startedKeep Informed with our Knowledge Base

Our Latest Insights & Articles

Read more articles

No Posts Found

AWAKEN YOUR WEALTH

Our
History

Mercator Financial was founded in 1998 and officially opened for business on December 1, 1999. As one of the leading financial planning firms in Swift Current our professionals have created long-term relationships with our clients based on trust. We are a firm that prides ourselves on our commitment to serving our clients and our community. We have formed a team of Certified Financial Planners, Professional Advisors and qualified staff we believe will help our clients create a life that centers on their individual goals and dreams. We are Open, Forthright, Accountable and Committed. We are passionate about financial planning with the end result to “Awaken Your Wealth”


We see wealth as a vehicle that can only serve you if you know where you are going and how to get there. Without a destination, directions, and checkpoints along the way, your journey may not be the experience you would hope for yourself and the people you care most about. Wealth awakening is awareness that wealth is not simply a value. It is a realization how you can efficiently and effectively manage all your resources, an understanding that your wealth is an incredible opportunity to provide for you and your loved ones. Our Wealth Awakening starts with discovering and defining your journey.  


Our Wealth Awakening

Let us make a difference

At Mercator Financial our Wealth Advisors offer more than retirement, insurance and investment advice. While these are critical to good planning, a wealth advisor takes planning to another level. We ask the hard questions in order to find the answers to ensure your life journey is everything you dreamed. When we truly understand what drives you, when we understand your values and goals, we are at our best. That is when we can make a real difference. The pursuit of wealth is a long and challenging voyage. We are committed to helping you navigate through life’s obstacles and opportunities by providing ongoing advice and solutions. 

We invite you to connect with a Wealth Advisor for a Wealth Awakening.

Connect with us today

Norm Tonnies Photo

Norm Tonnies

SENIOR FINANCIAL CONSULTANT
Read Bio

Norm Tonnies

Senior Financial Consultant

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: norman.tonnies@manulifesecurities.ca

Norm’s extensive knowledge in wealth management, insurance, estate planning and tax related issues has helped countless clients realize their personal and life goals. Norm became a partner at Mercator Financial in 2005, after becoming a financial advisor in 1996. He is most passionate about helping families achieve and surpass their goals. 

Norm’s ability to communicate and explain complicated investment strategies are second to none coupled with his no-nonsense approach to investment planning. He values honesty and openness above anything else. Norm is always committed to doing the right thing for his clients and he is generous to his core.

Norm resides in Swift Current with his wife Jody and his three children, Ethan, Jackson and Avery. They enjoy their summers camping at Lake Diefenbaker and spend the better part of the winter watching hockey and volleyball. Norm and his family love to travel. 

NORM'S SUPPORT STAFF

Sandi Silzer: Client Sales Assistant to Norm Tonnies, Manulife Securities Investment Services Inc.
Lindsay Aman: Client Sales Assistant to Norm Tonnies, Manulife Securities Investment Services Inc.


Chad MacLeod Photo

Chad MacLeod

FINANCIAL PLANNER
Read Bio

Chad MacLeod, BBA, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.


250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: chad.macleod@manulifesecurities.ca

Chad graduated with a Bachelor of Business Administration degree from the University of Regina with a major in Finance in 2013. Chad was selected as a member to the Paul J Hill School of Business team which competed against other Universities at the annual JDC West competition. He joined the University of Regina’s investing program where he was a Fund Manager in the Financial Sector.

After graduation, Chad opened and operated his own business in Regina working for over 30 homebuilders. In 2015 Chad was enticed by Travis Cuthbert and Larry Jensen to join their financial planning team here at Mercator Financial. Chad received his Certified Financial Planning designation in 2018.  He also has his Canadian securities license and life license. 

Chad and his wife Janelle were both born and raised in Swift Current. Janelle is a Registered Nurse at the Swift Current hospital. They have two children, Leo MacLeod, who was born September 2016 and Maddison Macleod who was born April 2020. Chad and Janelle enjoy travelling and spending time with friends and family. Chad is an active member of the community serving in the Kiwanis club of Swift Current. 


CHAD'S SUPPORT STAFF

Twylla Kinch: Adminstrative Assistant to Chad MacLeaod, Manulife Securities Investment Services Inc.
Wendy Zanidean: Client Sales Assistant to Chad MacLeod, Manulife Securities Investment Services Inc.


Craig Robinson Photo

Craig Robinson

SENIOR INVESTMENT ADVISOR & FINANCIAL PLANNER
Read Bio

Craig Robinson, B. COMM, CFP ®

Senior Investment Advisor & Financial Planner

Mercator Financial – Manulife Securities Incorporated
Life Insurance Advisor - Mercator Financial Inc.


250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Branch PH: (306) 778-0730 | Branch FAX: (306) 778-0731
Email: Craig.Robinson@manulifesecurities.ca

Craig has enjoyed working in the Financial Services industry since 2000. Craig joined the Mercator Financial team in the summer of 2006. As a wealth advisor with Mercator Financial, Craig believes in taking time to get to know you and your family. He believes it is important to understand the life goals of families and builds a customized plan to meet those goals.


Craig specializes in retirement income planning, tax reduction strategies, investment planning, and estate planning. Craig obtained his Bachelor of Commerce degree from the University of Saskatchewan. Craig is a big picture thinker and good listener; he also holds the Certified Financial Planner designation which identifies him as a true professional when it comes to dealing with clients ever-changing needs.

Craig was born and raised in Swift Current. He and his wife Karla have two wonderful boys. In his spare time Craig enjoys spending time with his family, traveling, assisting in his son’s sporting activities and golfing.

Craig is committed to helping his clients “Awaken Their Wealth” by showing compassion and understanding in order to reach their goals.

CRAIG'S SUPPORT STAFF
Donna Gatzke: Adminstrative Assistant to Craig Robinson, Manulife Securities Incorporated


Travis Cuthbert Photo

Travis Cuthbert

FINANCIAL PLANNER
Read Bio

Travis Cuthbert, B. COMM, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.


250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Travis.Cuthbert@manulifesecurities.ca

Travis graduated from the College of Commerce at the University of Saskatchewan in the spring of  2004. After a brief stint as a world traveler, he was enticed back home by the team at Mercator Financial to pursue a career in the Financial Services industry in the fall of 2006. Travis continued his education by completing the Canadians Securities Course, Life Insurance license and Certified Financial Planners designation.


Travis’s ability to build personal relationships with people is one of his core strengths and is instrumental in his day to day business operations. He is very passionate in his ability to help clients manage not only their investment assets but as well ensure that they are able to control their debt commitments efficiently. Travis takes pride in helping clients understand their current financial situations and provides them with the tools required to formalize goals and attain them within their stated timelines.

Travis and Shauna were both born and raised in Swift Current and are excited about raising their family in such a wonderful community. Travis and Shauna have been blessed with two daughters and a son, Talyah (2009), Saylor (2011) and Drew (2014). Travis is an active member of the local Kiwanis club and served as President, he was the events coordinator of the Swift Current Centennial Celebration and has coached volleyball at the high school and college level.

TRAVIS' SUPPORT STAFF

Chad MacLeod: Financial Planner to Travis Cuthbert, Manulife Securities Investment Services Inc.
Twylla Kinch: Administrative Assistant to Travis Cuthbert, Manulife Securities Investment Services Inc.
Wendy Zanidean: Client Sales Assistant to Travis Cuthbert, Manulife Securities Investment Services Inc.


Juan Cabrales Photo

Juan Cabrales

FINANCIAL PLANNER
Read Bio

Juan Cabrales, B. COMM, CFP®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.

250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Juan.Cabrales@manulifesecurities.ca

Juan joined Mercator Financial in 2016 as a summer student. Upon completing his Bachelor of Commerce in Finance from the University of Saskatchewan in 2017, Juan joined Mercator Financial full time.  Since then, Juan has continued his education by completing his Certified Financial Planner designation, Life Insurance license, and Canadian Securities Course. Juan aims to educate his clients on financial topics and work alongside them to help achieve their goals. 

He is a driven individual with a focus on helping people and continuously learning new things. In his free time Juan is staying active in the community with coaching or volunteering at various events. He also enjoys keeping active and spending time with his partner Hayley Chalk and their dog Lou.

Associate Advisor Team:

Karen Cox: Administrative Assistant, Manulife Securities Investment Services Inc.
Marcy Feicht: Client Sales Assistant, Manulife Securities Investment Services Inc.


Randy Sommerfeld Photo

Randy Sommerfeld

FINANCIAL PLANNER
Read Bio

Randy Sommerfeld, B.Th., BSA, CFP ®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Mercator Financial Inc.


250 Central Avenue North, Suite 3
Swift Current, SK   S9H 0L2

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: Randy.Sommerfeld@manulifesecurities.ca

Randy started his career in banking in 1981. He worked with TD Bank, the Credit Union system, and as a Provincial Agricultural Lender. Randy joined Mercator Financial in 1998 and has two degrees, including a Bachelor in Theology and a Bachelor of Science in Agriculture with a major in Economics. He completed the Canadian Securities Course in 1996, attained the CFP designation in 2000 and also has his Life Insurance License. 

Randy greatly enjoys the financial planning aspect of the business and firmly believes that the financial plan is a great tool to use, alongside a portfolio review to achieve financial goals. He enjoys helping clients understand their current financial position and the actions they need to implement to achieve their goals. He has a strong commitment to consistently strive to stay on top of change and help clients understand how the changes can be effectively and efficiently built into their financial plans. Randy is here to listen to what his clients need and aims to meet those needs in the best way he can. 

Randy and his wife are Swift Current Broncos fans and enjoy attending as many games as possible. When not working or attending Broncos games, Randy enjoys working around the yard, attending to his crops, watching sports, golfing and playing board games with his family and friends. A firm believer in finishing what you start, Randy is a dependable man who believes that when presented with a problem you’re best to show up, roll up your sleeves and get to work.

RANDY'S SUPPORT STAFF

Juan Cabrales: Financial Planner to Randy Sommerfeld, Manulife Securities Investment Services Inc.
Karen Cox: Administrative Assistant to Randy Sommerfeld, Manulife Securities Investment Services Inc.
Marcy Feicht: Client Sales Assistant to Randy Sommerfeld, Manulife Securities Investment Services Inc.


Mark Jensen Photo

Mark Jensen

FINANCIAL PLANNER 1nl1Bonnyville, AB – Office
Read Bio

Mark Jensen, B. Comm, CFP®

Financial Planner

Mercator Financial – Manulife Securities Investment Services Inc.


P.O. Box 8118
4816 51st Ave., Suite 202E
Bonnyville, AB
T9N 2J4

PH: (306) 778-6611 | FAX: (306) 778-7644
Email: m.jensen@manulifesecurities.ca

Mark has been working in the financial services industry for seven years and started in a sub office with Mercator in December 2019. Mark has three years of experience in commercial banking and four years in wealth management and financial planning. He completed his Bachelor of Commerce from the University of Saskatchewan and has coupled his degree with a Certified Financial Planner designation. 

Mark is passionate about helping people achieve their goals and understand their financial situations. He aims to help customers improve their financial literacy so they can make more educated decisions when it comes to their hard-earned money and financial situations. Mark prides himself on bringing a kind, honest and personable approach to understanding financial information and financial planning. He strives to connect with customers on a personal level and build trusting relationships. 

Much of Mark’s free time is spent with his young family and, often on a Sunday morning, you can find him chasing his kids around the house with coffee in hand. An avid sports fan, he is waiting to see the Leafs win the Stanley Cup. Mark is passionate about giving back to the community by actively supporting causes that provide underprivileged children the opportunity to participate in sports. When he isn’t working or chasing his kids, Mark can often be found playing or coaching hockey, golfing, adventuring out to the lake, or planning their next family adventure. 


Bonnie Martens Photo

Bonnie Martens

Administrative Assistant
Read Bio

Bonnie Martens

Administrative Assistant


Bonnie has been working in the financial services field for 34 years. She has 26 years experience in banking including lending and customer service and has worked with Mercator Financial for 8 years. Bonnie brings a great deal of knowledge in financial products & services, she enjoys a challenge and is dedicated to doing the best job possible. When she is not working, Bonnie enjoys camping, golfing, and playing with her granddaughters. You can usually find Bonnie enjoying a cup of coffee and a good book on the deck on a Sunday morning in the summer, and in the winter having breakfast out with good friends. She enjoys travelling with friends and is hoping to go to Hawaii this year, which has been on her “bucket” list for a long time. 

Connie Schlamp Photo

Connie Schlamp

Administrative Assistant
Read Bio

Connie Schlamp

Administrative Assistant


Connie joined the financial services industry in 2009, working as the head teller in a financial institution. In 2014, Connie joined the Mercator Financial team starting at reception and has since moved into the Administrative Processing Department. Prior to joining the financial services industry, Connie completed 30 years of service in the automotive wholesale industry in accounts receivable, accounts payable and general office management duties. Connie is a quiet individual who enjoys relaxing in her backyard, going on warm winter vacations, creating in her craft room, and spending time with her family.

Donna Gatzke Photo

Donna Gatzke

Administrative Assistant
Read Bio

Donna Gatzke

Administrative Assistant, Manulife Securities Incorporated


Donna has been in the financial services industry since 1996 and was on the team when Mercator Financial officially opened to the public in December of 1999.  Donna is a visionary and one of her strengths is building branded events and strengthening client relationships. Donna is described by her peers to be kind, creative, fun, and extremely approachable. Donna is often commended for her people skills but has a lesser known aptitude for computers. Donna has progressed through the firm as Receptionist, Administrative Processor, served as Marketing and Events Coordinator for 11 years and in 2018 transitioned into a Personal Administrative Assistant role.

Donna has the Canadian Investments Funds Operations Course and works closely with Senior Investment Advisor, Financial Planner and IIROC Advisor Craig Robinson to ensure all administrative issues are processed in a timely and efficient manner.

Donna is married with two grown boys and a Chocolate Lab. Together they are starting to implement the strategies taught at the Mercator Retirement/Lifestyle Seminars and visualizing what their lives will be like in the next phase. Together with her husband Donna enjoys watching movies, relaxing in her backyard in the summer and travelling to visit their sons.

Donna’s passion is people and she loves building relationships

Doreen Nicholson Photo

Doreen Nicholson

Administrative Assistant 1nl1Bonnyville, AB – Office
Read Bio

Doreen Nicholson

Administrative Assistant- Manulife Securities Investment Services Inc.


Doreen joined Mercator Financial in February 2020 and works assisting Mark Jensen in the new Bonnyville office. Doreen has more than twenty years experience in the financial services industry. Doreen is a born and raised local which has helped shape her into a community centric person, providing a positive customer experience that is built on trust and product knowledge. In her spare time Doreen enjoys spending time with her grandchildren, cross-country skiing, and relaxing at the lake. 

Lindsay Aman Photo

Lindsay Aman

Client Sales Assistant
Read Bio

Lindsay Aman

Client Sales Assistant- Manulife Securities Investment Services Inc. 


Lindsay has been working in the financial service industry since 2005. She started with Mercator Financial in April 2013 after working with RBC in the Vancouver and surrounding area. She then moved to Swift Current in 2009 working with RBC for two year before working at BMO in 2011. Lindsay has completed her Canadian Securities and Canadian Securities Operations courses in addition to having a certificate in Office Administration. When Lindsay isn’t busy being an imperative member of our office, she is caring for her two dogs and her cat.

Karen Cox Photo

Karen Cox

Administrative Assistant
Read Bio

Karen Cox

Administrative Assistant


Karen has been working in the financial industry for over 25 years.  She began her career with Scotiabank in 1994 gaining a wealth of experience from various positions such a Account Manager – Small Business and Manager Customer Service.  Karen joined the Mercator Financial team in 2008 and currently works as an Administrative Assistant.  Together with her banking experience you will find a dedicated employee who is thorough, intuitive and determined to provide outstanding customer service.  Outside of the office you will find Karen cheering on her Vancouver Canucks, gardening and enjoying time with family and friends around a bonfire at the Saskatchewan Landing.

Marcy Feicht Photo

Marcy Feicht

Client Sales Assistant, Assistant Branch Manager
Read Bio

Marcy Feicht

Client Sales Assistant, Assistant Branch Manager - Manulife Securities Investment Services Inc.
Life Insurance Assistant - Mercator Financial


Marcy started her career in the Financial Services industry in 1993.  She continued to further her education by completing several financial courses and attained her Mutual Fund and Life Insurance licenses.  Marcy began working in administration and trade processing later advancing into Supervisor, Branch Manager and Provincial Compliance Officer roles.  In 2007, Marcy and her family moved to Swift Current where she began working at Mercator Financial as Branch Manager.  Marcy has since transitioned to a Licensed Assistant where she continues to use her extensive years of experience and knowledge in the Financial Services industry to provide exceptional service for their clientele.  Marcy is recognized for her efficiency, hard work and determination when handling client accounts.  Marcy and her husband Trevor have two children Dayne and Shaelyn.  They enjoy their time following their children’s activities, camping, travelling, and spending time with family and friends.  


Tamara Veason Photo

Tamara Veason

Associate
Read Bio

Tamara Veason

Associate - Mercator Financial

Administrative Assistant - Manulife Securities Investment Services Inc.


Tamara has 20 years experience in bookkeeping and financial administration services and has been with Mercator Financial for five years, predominantly working in financial administration.  Tamara is recognized for her efficiency, organization, and hard-working attitude.   When not working, she likes to be camping, reading, cooking, exercising, golfing, and spending quality time with family and friends.  

Toni Klink Photo

Toni Klink

Branch Manager
Read Bio

Toni Klink

Branch Manager - Manulife Securities Investment Services Inc.


Toni began her career in the Financial Services Industry in 1975 working with a major chartered bank for nearly 40 years, primarily in Southwest Saskatchewan. During that time she worked her way through various positions within the organization, completing several financial courses. Toni brings with her a strong background in management skills, customer service, and a wide range of financial services expertise. This includes investing and lending to Personal, Small Business, and Agricultural clients. Toni's strength has always been providing the best client experience possible while continuing to ensure accuracy and integrity are consistently at the fore front for each and every client transaction. Toni joined the Mercator Financial Team in the fall of 2014 as Branch Manager with her primary responsibility being the branch supervision and compliance officer.

Toni and her husband, Richard, both grew up in Southwest Saskatchewan and are currently residing in Swift Current. Toni and Richard have three adult children - Shari from Shaunavon, Tara from Saskatoon and Jeff who lives in Swift Current. In addition they have five grandchildren. Toni and Richard spend their spare time enjoying their children and grandchildren with a strong interest in hockey, soccer and various other sports that their children and grandchildren participate in. When they aren't at the rink or at the soccer pitch they are busy in their backyard gardening. 

Twylla Kinch Photo

Twylla Kinch

Administrative Assistant
Read Bio

Twylla Kinch

Administrative Assistant


Twylla started her career with Mercator Financial in July 2005 and has over 25 years of experience in the Financial Services industry. She is a valued assistant who is passionate about putting the clients’ needs first and providing them exceptional service.  Twylla is a very loyal, dedicated employee who has a wealth of administrative knowledge and will go above and beyond to complete any task asked of her.  Her bright positive personality has attributed to the strong relationships built over the years with clients and amongst her peers.  She is married with one son, in her free time enjoys baking, taking long walks and spending quality time with family and friends. 

Wendy Zanidean Photo

Wendy Zanidean

Client Sales Assistant
Read Bio

Wendy Zanidean

Client Sales Assistant – Manulife Securities Investment Services Inc.


Wendy joined Mercator Financial in November 2009, starting out as a processor, and has since become a Client Sales Assistant. Prior to joining Mercator Financial, she was at CIBC for 31 years. Wendy has successfully completed her Mutual Fund training to further complement her ample experience in the industry. Wendy is noted for her meticulous work and organizational skills, in addition to being a positive, pleasant and easy-going member of the team. In her free time, she enjoys spending time with her grandchildren.

Sandi Silzer Photo

Sandi Silzer

Client Sales Assistant
Read Bio

Sandi Silzer

Client Sales Assistant - Manulife Securities Investment Services Inc.


Sandi has worked 26 years in the accounting and investment industry and has been with Mercator Financial for 20 of those years. In addition to ample industry experience, Sandi has also completed her Mutual Fund Investment course. Sandi is applauded for her dedication, thorough and organized nature, and hardworking attitude. She is often considered quiet but immensely kind. Sandi enjoys spending time with her family, watching her children’s sporting events, reading, and golfing with friends. Sandi identifies her life motto as “treat others how you wish to be treated”. 

Lori Johnson Photo

Lori Johnson

Administrative Assistant
Read Bio

Lori Johnson

Administative Assistant - Manulife Securities Incorporated


Lori joined the Mercator Financial team in 2014.  Lori has been in the customer service industry since the age of 16, her goal at Mercator Financial is to provide clients with a personal and friendly experience. Lori is known to be a cheerful, pleasant person, with a tendency to be a prankster. When not busy with her kids, Lori enjoys travelling, camping, fishing and spending time with friends and family. 


Our Six Step WEALTH AWAKING PROCESS

Our experience and wisdom has taught us that our process makes a significant difference for our clients. Over the years, clients who have embraced this approach have had more intentional success.

Mercator Financial has been helping young families, empty-nesters, business owners, farmers and professionals since 1999. We enjoy working with our clients and having the opportunity to improve their financial lives. We highly recommend our Wealth Planning Process however, if you are unable to commit to comprehensive planning, we can still serve you well. We invite you to explore the two ways you can engage our professional team of financial advisors.


STEP 1: share the Mercator Financial experience and our passion


Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: "what's important" discovery

Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice. We ask the hard questions to determine what matters most to you.

STEP 3: Financial Discovery

Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation and opportunities to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Awakening

Presenting your customized strategy to AWAKEN your wealth

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Wealth Journey

Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we will launch your plan...directed action yields positive results!

STEP 6: Reflection

Monitoring the financial strategy recommendations

 As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation. We will work together to sustain your financial strategy and goals to keep you on course.

Services & Solutions

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


For more information on services and solutions for your financial needs...

Contact Us Today

Stay in Touch

Getting started is as easy as 1,2,3!

Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client. Our website and articles are a great place to start. When you are ready, follow these three steps.

Step 1

Contact us today to set up a complimentary consultation in-person or online. Yes, it is that simple! 

Step 2

At your first meeting, we work with you to make sure we understand your unique situation, your values, goals and concerns. We will also collect your financial documents that will allow us to complete our analysis.

Step 3

We will review your strategy with you, and when you are happy with the results, we begin to implement the road-map.  We work closely to tailor your plan to the time you have, and the financial goals you want.


Have a question? Interested in learning more? 

Simply fill out the form below, email direct or call today to schedule a time to talk.

PLEASE NOTE: We cannot accept trade instructions through the below email contact form.  Please contact your Mercator Financial wealth advisor at the phone number listed below to facilitate your request.

* Required Field.