Craig Robinson, Certified Financial Planner - Mercator Financial Inc.

Craig Robinson, Certified Financial Planner - Mercator Financial Inc. I have enjoyed working in the Financial Services industry since 2000. Craig joined the Mercator Financial team in the summer of 2006.

Successfully transitioning Families to a work optional lifestyle

Financial Planning*
• Financial Management - Focuses on current and future financial position.
• Asset Management - Focuses on how best to manage assets.
• Risk Management - Focuses on strategies to manage exposure to unexpected financial loss.
• Tax Planning - Focuses on managing current and future tax exposure.
• Retirement Pla

nning - Focuses on financial welfare after employment ends.
• Estate Planning - Focuses on settling final obligations and transferring assets to beneficiaries.
* Insurance Planning - Understanding the risks your family faces and how to protect them.
* Financial Planning Components and descriptions adapted from the Financial Planning Standards Council - " CFP® Professional Competency Profile." Plan Fulfilment or Implementation
• Investment portfolio advice and sales
• Income Protection and replacement programs
• Business Continuity and Succession planning
• Specialized Business and Business Owner products and services
• Ongoing follow up and consultation

SPECIALIZING: In giving my clients the piece of mind that as their life unfolds and their needs evolve that there is a plan, a process, and a structure in place to take care of them. Working out of Swift Current

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Stocks, bonds, and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Mercator Financial Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities Legal Disclaimer http://www.manulifesecurities.ca/corporate-disclaimers.html

Planning for the loss of a loved one isn't fun, but it needs to be done.
08/29/2017

Planning for the loss of a loved one isn't fun, but it needs to be done.

Those of us who have lost a loved one know that it is one of the most stressful times in a person’s life. The death of a loved one brings an emotional roller-coaster ride full of shock, fear, confusion and uncertainty. Added to the emotional impact, it’s often a time when serious decisions n

30% of Canadians aren't confident in their plans. See how a financial advisor can help.
06/09/2017

30% of Canadians aren't confident in their plans. See how a financial advisor can help.

In a recent survey, 30% of the respondents said they have not yet set aside any money for retirement. People who work with advisors are in better shape....

Is bad financial behaviour costing you money? Morningstar says yes.
06/01/2017

Is bad financial behaviour costing you money? Morningstar says yes.

Obsessing and fine-tuning your investments won't improve your portfolio's performance. Morningstar quantifies the cost of bad...

After retirement comes your estate - here's how to get ready for it.
06/01/2017

After retirement comes your estate - here's how to get ready for it.

Individual requirements may range from drafting a simple will and enduring power of attorney to a complex estate plan that includes an estate.

This seems to be the talk of the town lately. What you need to know about mutual fund fees.
05/12/2017

This seems to be the talk of the town lately. What you need to know about mutual fund fees.

Recently there has been a lot of marketplace chatter about mutual fund fees – what they are and how much they cost.

3 ways to choose the best financial advisor.
05/12/2017

3 ways to choose the best financial advisor.

For those considering working with an adviser, experts recommend taking these steps before making a choice.

Here are tips to help you plan for your golden years in your 30s.
04/21/2017

Here are tips to help you plan for your golden years in your 30s.

Simon and his wife are young savers looking ahead to their retirement. How do they maximize future income splitting while maintaining HBP repayments?

Do you live south of the border during the year? Here's what you need to know about filing US taxes.
04/21/2017

Do you live south of the border during the year? Here's what you need to know about filing US taxes.

Haven’t filed all your required U.S. tax paperwork? If you’re really unlucky, you might get sued.

March is here, but it's definitely not too late to start planning.
03/09/2017

March is here, but it's definitely not too late to start planning.

Have a lump some of money? Step one - don't do this.
03/09/2017

Have a lump some of money? Step one - don't do this.

An Ontario man was reunited with $100,000 in cash he tucked away in the back of a TV for a rainy day that he simply forgot about.

What factors influence your decision to contribute to your TFSA vs RRSP?
01/30/2017

What factors influence your decision to contribute to your TFSA vs RRSP?

RRSP have had a big head start when it comes to personal financial planning in Canada, but the TFSA appears to making up ground...

There are generational differences to consider when deciding between your TFSA and RRSP.
01/30/2017

There are generational differences to consider when deciding between your TFSA and RRSP.

Jonathan Chevreau: As time moves on, regular users of RRSPs come to appreciate the second compelling feature: the long-term tax-deferred investment...

Address

#3 250 Central Avenue N
Swift Current, SK
S9H0L2

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13067780730

Website

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