Mitchell Merit Financial Group Inc. helps you manage risk and seize opportunities.
While market fluctuations are inevitable, your long-term financial goals remain our focus. During periods of uncertainty, we emphasize key strategies: discipline, diversification, portfolio rebalancing, strategic timing, and regular investing.
We understand that every investor's situation is unique. If you're in the Stratford/KW region and looking for expert guidance, we're accepting new clients.
Let us review your investments and align your strategy with your goals.
Taking the first step towards a solid financial plan can be daunting. Mitchell Merit Financial Group Inc. makes it easy with a free financial assessment.
We'll discuss your goals and create a personalized, actionable financial and retirement plan. Let's start the conversation! Call 1-833-238-2777 or schedule your assessment at https://www.mitchellmerit.com/contact.
Navigating Economic Uncertainties: Your Portfolio and Global Trade
Recent client conversations have focused on the interconnectedness of the U.S. and Canadian economies, and the impact of tariffs on supply chains and consumer prices. Blanket tariffs on global trading partners can disrupt supply chains, increase production costs, and ultimately raise prices for consumers. For example, tariffs on Canadian lumber have historically led to higher costs in the U.S. housing market, showcasing the ripple effect of such trade policies.
As our leaders seek new global customers and trade partners to mitigate product shortages and price pressures, it's crucial to address these investment challenges. Let's work together to identify opportunities for your portfolio in this dynamic economic landscape.
Connect with me today to discuss your investment strategy.
Secure Your Financial Future with Mitchell Merit Financial Group Inc.
At Mitchell Merit Financial Group, we offer personalized financial solutions tailored to your unique needs. Whether you're planning for retirement, investing, or securing insurance, our experienced team is here to guide you every step of the way.
Let us help you build a strong, secure financial future. Contact us today to schedule a consultation!
Dave started his career as a Financial Advisor working for a Wealth Management company in the Kitchener area, managing internal investments while growing his Advisor portfolio. Seeing a need for a truly client centric approach to personal and corporate financial services, he founded the Mitchell Merit Financial Group in 2016 based on that need.
Prior to joining the Financial Services sector Dave enjoyed a successful career in Industry working in diverse fields such as Endoscopic Surgical systems, Industrial Steel construction and Robotics Manufacturing serving as National Sales Manager to Managing Director for several multi-million dollar International manufacturing companies. He understands the complex dynamics of the global financial industry allowing us to expertly manage your personal or business portfolio.
In addition to being a CFP, Dave is also a graduate of the CSC, (Canadian Securities Course), WME, CPH, as well as numerous other industry related courses and holds Certification in Advanced Financial Advice from the Canadian Securities Institute.
