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You are unique, so your personal financial plan should not be fit into a template. A custom-designed financial strategy is essential to meeting your long-term goals: solid investment plans, savings for retirement and an education savings plan for your children, to name the essentials. What's more, it helps you prepare a back-up plan for bumps in the road along the way.
How Merit Can Help
At Merit, we never follow a templated method to designing your personal financial plan. Your Merit broker will sit down with you, one-on-one, to understand your circumstances and help design the right plan for you. A good financial plan isn't created overnight, and we're dedicated to partnering with you for the long-haul to make your long-term goals a reality.
Merit offers financial and retirement planning in the following areas:
- Guaranteed Investments
- Segregated Funds
- Registered Education Savings Plans (R.E.S.P.s)
- Registered Retirement Savings Plan (R.R.S.P.s)
- Registered Retirement Income Funds (R.R.I.F.s)/Life Income Funds (L.I.F.s)
Why should I buy my R.R.S.P. through Merit as opposed to a bank or trust company?
Call us and ask to speak with one of our Financial Planning Specialists.
Greater Toronto Area: (416) 497-5556
Waterdown: (905) 690-6888
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Financial Services & Retirement Planning