About Mizen

 

We offer our clients a no-cost, confidential consultation that establishes a personal investment profile, defines risk tolerance, and combined with technology, produces a personal investment module.

Your long and short-term goals are identified during an interview and using our Financial Planning System, we arrive at a personalized financial plan complete with investment strategies, retirement income planning and estate planning.

 

Why Choose Mizen

 

Financial Planning System

 

Financial Planning System

From your first meeting onwards, our system ensures that we stay on track with your goals.

 

Personalized Investment Portfolio Advantage

 

Personalized Investment Portfolio Advantage

We build a portfolio that suits your needs, not a boxed solution.

 

 

Client Portfolio Management

 

Client Portfolio Management

We keep a watchful eye on your investments and report to you at regular review meetings.

 

Dedicated, experienced team

 

Dedicated, Experienced Team

Our team has years of experience in their areas of expertise and ensure you are comfortable and your questions are answered.

 

Giving Back

 

Since 1978, Mizen has believed that a successful business should support
the community which it serves.

 

  • Waterloo Wellington Estate Planning Council
  • Society of Trust and Estate Planners
  • Past President and Director of the Kiwanis Club of Guelph
  • Director of the Guelph Sports Hall of Fame
  • Chairman of the Guelph Kiwanis Sports Celebrity Dinner
  • Active in minor sports

Our Team

WayneWayne Mizen

President, J. Wayne Mizen Insurance Agency Ltd.

Financial Advisor, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

MARG MARG MIZEN

Business Manager and Estates Specialist, J. Wayne Mizen Insurance Agency Ltd. Associate,

Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

LORI KIRBYLORI KIRBY

Certified Financial Planner and Insurance Specialist, J. Wayne Mizen Insurance Agency Ltd.

Associate, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

EMILY MCGOUGHEMILY MCGOUGH

Wealth Management Specialist, J. Wayne Mizen Insurance Agency Ltd.

Client Services Coordinator, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 
Our Clients Say...
 

I have received financial advice from a number of people or agencies over several years. This was usually very limited in scope and it did not bring everything together in an integrated and coordinated picture. I was very impressed with the suggestions that Wayne made and with the way he approached my needs and wishes. He has helped me to develop a portfolio with an excellent asset allocation.

- Ronald Pond, M.D.  FRCPC, CHE

client