Alvin Metz
Financial Advisor & Tax Specialist
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Alvin obtained his Bachelor of Commerce degree at the U of S in 1979. After spending a few years in the construction industry, he and his family settled in the Holdfast area, where he began in the income tax consulting and investment business. Over the years, this expanded into property and life insurance. The property insurance side of the business was sold in 2004, leaving him to focus more on the investment and financial planning aspect. He has completed all of the certified financial planning courses and continues to hold his life license. Alvin brings with him 35 years of tax and financial consulting experience, many long term and satisfied clients, with proven positive results. Alvin's spare time is spent enjoying his grandchildren, sports of all sorts, travel whenever possible and a few months each year in Arizona. Contact Alvin today!
Marty Metz, CFP, CLU
Certified Financial Planner
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Marty completed his 4 year B.A. degree at the University of Saskatchewan in 2007 in Saskatoon and is happy to have rooted himself and his family there. He began working with his father and creating the family team of Metz Financial as an advisor in 2011. He proudly holds his internationally recognized C.F.P. (Certified Financial Planner) designation as well as his C.L.U. (Chartered Life Underwriter)designation, and is licensed to sell life insurance which allows him to provide comprehensive planning for his clients in all facets of their finances including taxes, estate planning, retirement planning, wealth management, and insurance planning. He is a member of the Registered Deposit Brokers Association as well which allows him to offer an array of GIC's from various institutions across Canada. Marty has also had 9 years previous experience working in real estate, which paired with his financial planning practice, brings exciting, new, and innovative ideas when advising his clients. He prides himself on building long term relationships with his clients and achieves this by providing honest and transparent advice in all facets of his work. In his spare time, he enjoys volunteering coaching his kids in minor sports, playing hockey, baseball, golf, fishing, travelling, and spending quality time with his family at the lake. Contact Marty today.
Dorothy Metz, Office Administrator
Dorothy is the one that keeps the wheels turning in this family business on the administration side of things. She has 35 years in office manager experience. In her spare time she enjoys spending time with her grandchildren, travelling, and enjoying her winter home in Arizona whenever possible.