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Merrick Financial Inc. | Advice Only Financial Planner
Clarté financière à honoraires uniquement pour les Canadiens qui recherchent une planification fiable de la retraite et des investissements.
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Clarté financière à honoraires uniquement pour les Canadiens qui recherchent une planification fiable de la retraite et des investissements.
Merrick Financial Inc. est une société de planification financière basée à Toronto et opérant à honoraires uniquement, spécialisée dans des services complets de conseil destinés aux particuliers, aux couples et aux propriétaires de petites entreprises. Dirigée par Chris Merrick, l'entreprise propose une planification personnalisée de la retraite, une stratégie d'investissement et des conseils d'optimisation fiscale sans vente de produits. Connu pour des consultations interactives et axées sur les détails, Merrick Financial aide les clients en Ontario et dans tout le Canada à établir des objectifs financiers concrets et à assurer leur avenir grâce à des plans clairs et opérationnels.
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Analyse complète et planification de scénarios pour la pré-retraite et la post-retraite, y compris la définition d'objectifs et de cibles annuelles.
Conseils d'investissement personnalisés pour optimiser les rendements et aligner les investissements sur vos objectifs financiers et votre tolérance au risque.
Conseils d'experts sur des stratégies fiscalement efficaces pour maximiser les économies et réduire les obligations fiscales dans le cadre de la réglementation canadienne.
Soutien spécialisé pour les propriétaires d'entreprise qui prévoient une cession, garantissant des transitions en douceur et une sécurité financière.
Création d'un plan financier détaillé et personnalisé avec des sessions interactives et des éclaircissements lors du suivi.
Note globale
Paolo Facchetti
I’ve been working with Chris for nearly two years, and I couldn’t be happier with the decision to hire him as my financial planner. He is exceptionally knowledgeable, detail-oriented, honest, and incredibly patient. What truly sets him apart is his ability to break down complex financial concepts into simple, clear, and easy-to-understand insights. Chris consistently goes above and beyond, and thanks to his guidance, I now feel fully in control of my investments and confident about my financial future. His support has been invaluable — highly recommended.
Brian Mitgang
Working with Chris has been a very good experience. His work is comprehensive and the financial plan he created for us reflects a commitment to deliver relevant and thoughtful feedback for us and is an excellent tool for myself and my family.
Lynda Cranston
My husband and I were looking for sound, comprehensive, fee-based advice on financial planning for pre- and post-retirement. That is exactly when Chris Merrick provided. He took us through detailed exploratory sessions to identify our current situation and our hopes for life post-retirement. He then provided a detailed plan that included several scenarios. A follow-up meeting clarified any questions we had. I highly recommend Chris to anyone looking for reliable and expert financial planning advice. Thanks to Chris we now feel confident moving forward towards our retirement.
Sarah Kalra
Chris helped us significantly in terms of gaining clarity on our retirement goals and a few different scenarios. We are a married couple of working professionals in our late 30's, and we were looking for a fee-based financial expert to help us develop a map to follow, when we came across Merrick Financials. Chris's method is interactive, he asks thought-provoking questions and is knowledgable about the workings of investments/taxes in Canada. At the end of our engagement, we have come away with tangible annual targets to hit, to achieve our desired retirement goals. Will recommend Chris to anyone looking to firm up their plans for a financially secure future.
Matt Hamed
Chris is an outstanding professional. I was looking for fee-based planners in Ontario and his name popped up in a list of top rated advisors. What interested me most was his expertise in small business exits and how this could help my family effectively prepare for retirement. Although we had dragged our feet over several months, Chris was patient, attentive and most importantly equipped us for success. Will absolutely return in the future if we require more projections or data, and would recommend to anyone unsure or uncertain of how to proceed with their future or retirement plans.
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