Building and preserving wealth at every life stage
We help business owners, professionals and high net worth families build, preserve and transfer their wealth.
Mercer Private Counsel's experienced and trusted team of investment professionals take a holistic approach to the wealth management process, building partnerships with families and individuals, helping them to construct a customized strategy that meets their unique needs. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
🖂 Start the Conversation today
Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
With over 30+ years of experience in helping clients, partnering with Corporate and High Net Worth families and professionals, we help our clients CREATE, MANAGE and TRANSFER their wealth. It's what we do best!
Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
MEET YOUR ADVISORY TEAM
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track. Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Raymond James Ltd.
Brian Mercer, MBA, CFP®, CIM®
Brian is the main principle at Mercer Private Counsel. With a career spanning over three decades, he brings extensive experience and knowledge to his role as Senior Wealth Advisor, Senior Portfolio Manager. Brian has demonstrated a steadfast commitment to his clients, expertly directing them towards their financial goals.
Brian’s approach is centered on building long-term relationships, allowing him to design and implement comprehensive financial plans that prioritize retirement planning, estate preservation and tax efficiency. He is focused on a personalized approach that has enabled his clients to not only prosper but attain overall financial well-being. Brian’s professional credentials are evidence to his expertise. He has attained his MBA, CIM® and CFP® designations. These designations are a validation to the determination he has put into his career goal of long-term wealth creation for his clients.
Outside of his professional life Brian has been married to his wife Becky for over thirty years. Together they have three children, Carly, Cayley and Cullen. Brian loves spending time with his family, whether it’s at the cottage, on the golf course or at the hockey rink.
Len Lobb
Len is a fully licensed member of the advisory team at Mercer Private Counsel and has spent the last 24 years serving individual investors and their families. Len’s strength is developing long-term relationships with his clients and expertly guiding them towards reaching their desired financial goals. Client’s appreciate Len’s honest, straightforward approach to achieving investing success and the fact his client’s best interests are always paramount. Away from the office, Len and his wife Marie enjoy music, travelling and closely following their grandchildren in their many sporting endeavors.
Jolene Vandewiel
Jolene brings 25 years of experience in the financial industry, all with Mercer Private Counsel. Her dedication to client service is unparalleled, as she has made assisting clients her life-work. Clients appreciate her cheery manner, her easy to get to know personality and her commitment to problem solving. Her sheer dedication and focus on client issues makes her an invaluable resource to both Brian and their clients. No client issue is unimportant, no request is trivial. Jolene is quite simply, a tremendous advocate for all clients. Away from the office, her time is spent with her husband Joe and all their girls. She is always researching how to live a long, healthier lifestyle.
Learn more about us
Raymond James Ltd.
