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Merrick Financial Inc. | Advice Only Financial Planner

Fee-only financial clarity for Canadians seeking confident retirement and investment planning.

5(5 reviews)
financial-advising
$$$
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About

Merrick Financial Inc. is a Toronto-based fee-only financial planning firm specializing in comprehensive, advice-only services for individuals, couples, and small business owners. Led by Chris Merrick, the firm provides personalized retirement planning, investment strategy, and tax optimization guidance without product sales. Known for interactive, detail-oriented consultations, Merrick Financial helps clients in Ontario and across Canada develop tangible financial targets and secure futures through clear, actionable plans.

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Location

53 Coleridge Ave, Toronto, ON M4C 4H4, Canada

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Services

Retirement Planning

Comprehensive analysis and scenario planning for pre- and post-retirement, including goal setting and annual targets.

Investment Strategy

Personalized investment guidance to optimize returns and align with your financial goals and risk tolerance.

Tax Optimization

Expert advice on tax-efficient strategies to maximize savings and minimize liabilities within Canadian regulations.

Small Business Exit Planning

Specialized support for business owners planning exits, ensuring smooth transitions and financial security.

Financial Plan Development

Creation of detailed, customized financial plans with interactive sessions and follow-up clarifications.

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