T.Mensch Financial Planning

Manulife Securities


301 Frederick St.,

Kitchener, ON N2H 2N6


[P] 519-514.0106

[F] 519.514.0109

[E] info@tmenschfinancial.com

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Welcome to T.Mensch Financial Planning


At T. Mensch Financial Planning & Manulife Securities Investment Services Inc. we are committed to providing our clients with professional financial advice while maintaining a high level of service and support.


Our main focus is to assist you in attaining your financial goals for the future.



By evaluating each individual situation, we strive to develop an attainable and suitable financial plan for you and your family. T. Mensch Financial Planning & Manulife Securities Investment Services Inc. main focus is to educate and implement various strategies as well as frequently monitor and review the needs of our clients.

Tony Mensch

Certified Financial Planner


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.


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


T.Mensch Financial Planning was created and opened in Kitchener, Ontario in 2008.

Joanne Bodrug

Administrative Assistant


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.



Wealth Management


• Personal Financial Planning

• Investment Management

• Retirement Planning

• Annuities

• Segregated Funds

• Mutual Funds

• GIC's

• Group Retirement Solutions

• RRSP's | RRIF's

• LIRA's | LIF's

• TFSA's



• Life Insurance

• Critical Illness

• Long Term Care

• Buy-Sell Insurance

• Disability Insurance

• Personal Accident

• Travel Insurance

• Health & Dental Coverage

• Group Benefits

Mutual funds are offered through Manulife Securities Investment Services Inc.

Insurance products and services are offered by Tony Mensch, an independent Insurance Representative.

The Importance of Having a Financial Plan

In today's uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult.


Financial planning allows you to understand how each financial decision you make; affects other areas of your finances. You and your planner will work together to develop your investment strategy using the appropriate investment products.

"An investment in knowledge pays the best interest."

                 - Benjamin Franklin



Working with a financial advisor can help you:


• Assess your financial situation.

• Create a clear picture of your current financial situation, including analyzing your investment time frame and your risk tolerance.

• Understand your investing options, such as investment types and accounts, to help you make decisions that are right for you.

• Apply diversification. Invest in a variety of assets to distribute and help reduce risk.

• Asset allocation.

• Monitor your progress.

• Revisit and re-allocate your portfolio regularly to make sure your investments are still aligned with your current needs and future goals.

• Consider tax implications.


Ongoing support

Over time, your goals, dreams and risk tolerance may change. An ongoing relationship with T. Mensch Financial means we are here to assist you over the long-term.

Everyone wants to have a great investment where they will be able to build their wealth. Before you can invest money into something and watch it grow, you need to figure out your tolerance for risk. Building a good diversified portfolio can help you balance your risk from high to low.



What's working, what's not?

T. Mensch Financial Planning can help you put together a comprehensive investment strategy. Your investment plan should be based on how much risk you're willing to take, how long it will be until you need the money and your goals for that money. To determine if your plan is working, we will review your investments.



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Phone: 519-514-0106

Email: info@tmenschfinancial.com

T.Mensch Financial Planning


301 Frederick St.,

Kitchener, ON N2H 2N6


[P] 519-514.0106

[F] 519.514.0109

[E] info@tmenschfinancial.com

T. Mensch Financial Planning  |  Manulife Securities Disclaimer  |  Copyright © 2016 All Rights Reserved   |  Site Created by  MYSTIQUE DESIGNS