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Helping you navigate today's financial landscape

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Life is unpredictable, but your financial future doesn’t have to be

We believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations. We focus on understanding the needs of our customers and on creating solutions that make a difference to their success.


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.

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Your Partners in Financial Success

Focus

As your trusted partner we are available to provide insightful advice to enable you to make informed financial decisions.

Professionalism

We combine expertise and experience to give each client the close personal and professional attention they deserve.

Integrity

We maintain the highest ethical standards when it comes to our clients. This is reflected in our tailored advice and actions.


Contact us today to get started


Tony Mensch, CFP, RRC Photo

Tony Mensch, CFP, RRC

Financial Advisor - Manulife Securities Investment Services Inc.
Financial Planner - Mensch Financial Planning


Phone: 519.514.0106
Fax: 519.514.0109
Email: anthony.mensch@manulifesecurities.ca

Tony graduated from University of Waterloo with a Bachelor of Arts degree in Economics and Management Studies in 1995. Tony began his career at Manulife Financial in the Group Savings & Retirement Services Department in a managerial roll. Tony then proceeded to become one of Manulife Financial's in house financial planners.

Tony obtained his Certified Financial Planner (CFP) designation in 2002 as well as being a licensed Registered Retirement Consultant (RRC).

From 2003 to 2008 Tony worked as an associate advisor at Steenbergen Financial Services.

Joanne Bodrug Photo

Joanne Bodrug


Marketing Assistant - Manulife Securities Investment Services Inc.
Marketing Assistant - Mensch Financial Planning


Email: Joanne.Bodrug@manulifesecurities.ca 

Joanne has over twenty years experience in the administrative / client services field, including over eight years in the insurance / financial industry.

She provides administrative support and client care.


We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.


6-step Financial Strategy Process

STEP 1: 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: 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.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation 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: Developing and presenting the financial strategy recommendations and/or alternatives

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: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Services & Solutions

It all starts with a plan

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.


Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection

APPLY ONLINE OR GET A QUOTE NOW!

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts. 

TRY THESE ESTATE PLANNING RESOURCES

Planning for Retirement 

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning. 

CONTACT US TO GET STARTED TODAY!

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include: 

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance

Banking Solutions 

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

LEARN MORE ABOUT MANULIFE BANK

OPEN AN ADVANTAGE BANK ACCOUNT TODAY!


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

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