We know dealing with large financial firms can be cold and impersonal. They don’t take accountability, don’t know you personally and are often pitching sales. You won’t find this at Metherell Financial! The size of our operation allows us to cultivate personal relationships with our clients while being backed by a large network of experts with industry leading tools and resources. We have been offering individuals and their families tailored financial advice for over 35 years. Our goal is to help clients realize their financial dreams and mitigate financial stresses. Remember your success is our success and our team is here to help.
Marty has over 35 years of experience as a trusted Financial Advisor in Burlington. He is dedicated to providing clients with superior service and meeting their unique needs. Marty has been a member of the million dollar round table since 1984 and has been awarded the five star master-building award from Manulife Financial. Marty attends industry conferences to ensure he continues to have up to date knowledge on products and service. Marty is a licensed life insurance agent who specializes in retirement and estate planning. He has seen many unique cases and has successfully assist with over 200 estate settlements ensuring they are completed with ease and speed for the beneficiaries. Marty is married with three children and can often be found supporting Burlington’s Performing Arts Center or on his sea-doo in Honey Harbour.
CPA, CMA, CFP
Brynn is a graduate of Wilfrid Laurier University, where she completed an Honours Bachelor of Business Administration with a specialization in Accounting Co-Op. Upon graduation, she pursued and completed her Chartered Professional Accounting, Certified Management Accounting designations. After a few years of corporate business experience, Brynn decided to pursue a career as a Financial Advisor. Brynn has also completed her Certified Financial Planning designation. Her accounting knowledge coupled with her financial training provides a wholistic approach to advice and planning. Brynn is motivated to help clients understand and navigate the ever-changing world of government regulations, taxation and trends in the financial services industry. To do so, Brynn brings a fresh lens to the latest technologies and utilizes industry conferences and continuing education courses to stay up to date. Brynn loves living in Burlington and can often be found coaching or playing on local sports teams. Brynn also volunteers with the Burlington Chamber of Commerce, participates in various charity runs and has taught accounting at the local colleges
With 18 years of experience in the industry, Anne Marie began her financial services career at Manulife Head Office in Waterloo, where she spent 5 years as a Call Centre Specialist. As Office Manager with Metherell Financial, Anne Marie is the first point of contact with clients. She can promptly answer or research any administrative and client service inquiries. Given her wealth of knowledge and personal touch, clients consistently remark that Anne Marie is the “backbone” of Metherell Financial. Anne Marie continues to stay educated in this quickly changing industry. She takes Continuing Education credits and attends industry conferences to ensure she can continue to provide up to date knowledge and service. Anne Marie also holds a life insurance licence with Metherell Financial. Anne Marie is married and likes to spend time with her husband on their motorcycles, where they often ride in support of various charities in Southern Ontario.