Business Details
44 Years
experience
Your Trusted Financial Partner in Burlington, ON
Metherell Financial has been dedicated to helping families achieve their financial goals since 1982. Our team of certified professionals brings decades of combined experience in retirement planning, estate planning, insurance, and investment management. We specialize in creating personalized financial strategies tailored to each client's unique circumstances, ensuring long-term financial security. With a focus on building lasting relationships, we prioritize transparency, accountability, and client education. Our advisors hold prestigious designations such as Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), and Certified Management Accountant (CMA), reflecting our commitment to excellence.We serve clients through a client-centered approach, leveraging industry-leading tools while maintaining the personal touch of an independent firm. Our mission is to alleviate financial stress by transforming complex financial challenges into achievable milestones, empowering clients to live their best lives.
Services
Life Insurance
Critical Illness Insurance
Disability Insurance
Long Term Care
RRSP Planning
RRIF Management
TFSA Strategies
RESP Planning
Estate Planning
Retirement Planning
Details
- Year established: 1982
Highlights and features
- We provide personalized financial strategies tailored to your unique circumstances
- Our advisors hold CFP, CPA, and CMA designations with 35+ years combined experience
- We operate as an independent firm with access to diverse financial products
- We prioritize long-term client relationships built on transparency and trust
- Our team combines technical expertise with ongoing professional development
What people say
Genuine interest in needs
Personalized investment decisions
Knowledgeable and trustworthy
Breaks down complex topics
Always available for help
Services
Life Insurance
Life insurance provides financial security for loved ones through income replacement or debt coverage upon death. Our policies help protect families from financial burdens while ensuring mortgage payments, education funds, and living standards are maintained during difficult times. We offer customized solutions to match individual needs and circumstances.
Retirement Planning
Our retirement planning services help clients navigate three distinct life stages: go-go, slow-go, and no-go years. We develop comprehensive strategies to ensure proper fund management throughout retirement, focusing on tax efficiency, income sustainability, and maintaining desired lifestyle standards through various retirement phases.
Estate Planning
Estate planning services focus on minimizing taxation and preserving wealth during intergenerational transfers. We implement strategies to ensure assets are distributed according to client wishes while simplifying the settlement process for beneficiaries through proper documentation and tax-efficient planning techniques.
Investment Management
Our investment management services optimize financial growth through tax-advantaged accounts like RRSPs, TFSAs, and RESPs. We create customized portfolios considering individual risk tolerance, financial goals, and market conditions while maintaining proper diversification and tax efficiency across different investment vehicles.
Financial Planning
Comprehensive financial planning services create roadmaps for achieving long-term financial goals. We help clients transform aspirations into actionable plans by addressing key areas like education funding, home purchases, retirement savings, and legacy planning through personalized strategies that adapt to changing life circumstances.
People
Brynn Metherell
Financial Advisor
Certified Financial Planner with CPA and CMA designations, Brynn transitioned from corporate finance to client-focused advising. She specializes in comprehensive financial planning, leveraging her accounting expertise to create strategic plans for life milestones while actively participating in women's business groups.
Anne Marie
Office Manager
With over 20 years in financial services, Anne Marie manages client communications and administrative operations. Her background includes roles at Manulife Head Office and industry certifications in life insurance, ensuring clients receive knowledgeable support through evolving financial landscapes.
Marty Metherell
Founder
Established Metherell Financial in 1982 with a commitment to personalized service. Recognized with industry awards including Million Dollar Round Table membership, Marty built a legacy of client-focused financial solutions before transitioning to retirement in 2024.
Kalessy
Client Communications Assistant
Recent Laurier University graduate with communications expertise and LLQP life insurance certification. She supports client needs with a focus on clear communication and recently completed training to enhance her financial advisory capabilities.
Questions
What financial services do you specialize in?
We specialize in retirement planning, estate planning, investment management, and insurance solutions including life, critical illness, and disability coverage.
How are you different from large financial institutions?
As an independent firm, we offer personalized service with tailored solutions rather than standardized products, prioritizing client relationships over sales pitches.
What credentials do your advisors hold?
Our advisors hold Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), and Certified Management Accountant (CMA) designations.
How do you approach financial planning?
We create customized plans addressing specific goals like retirement, education funding, and estate transfer while adapting to life's changing circumstances.
What areas do you serve?
While based in Burlington, Ontario, we serve clients across Canada through in-person meetings and virtual consultations.
Reviews (4)
Timothy Nwosu
Jan 30, 2022
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Trading with a trusted account manager is what can make your dreams come through. For me Mrs. CHARLLOTE WAYNE has the best trading strategies to win. I never believed on any post recommending online trading until I gave a try and the outcome was great for me. Making $1,050 out of $11,000 was a whole lot of profit from crypto/bitcoin . Thank me later, you can contact her via; EMAIL;charlottewayne303@gmail.com WhatsApp; +39 351-093-7250
William Hunt
Jan 01, 2022
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Brynn and the team at Metherell Financial have guided and supported my families financial planning for years now with a high level of expertise and customer service. Thankful to have them as partners to help me navigate my financial journey. They are always there for me when I need help with any financial questions - big or small.
Leslie Fredo
Sep 02, 2021
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Outstanding customer service. The staff at Metherell are truly committed to helping their clients achieve their goals, regardless of the size of their investment portfolio. They are fantastic!
Erin Godkin
Aug 11, 2021
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Positive:Professionalism,Quality,Responsiveness
Knowledgeable, friendly, quick to respond, able to address any questions or concerns in a timely and professional manner and cater services towards your personal financial goals. Would highly recommend!
Knowledgeable, friendly, quick to respond, able to address any questions or concerns in a timely and professional manner and cater services towards your personal financial goals. Would highly recommend!
