Merrick Financial Inc. Company Profile, Contacts & Intelligence

Merrick Financial Inc. Overview

Based in the financial center of Toronto, we are a team of fee-only financial planners who provide unbiased financial advice for a fee. Our model cuts down on conflicts of interest; we don't recommend or sell specific financial products. Our transparency brings lasting, long-term relationships with our clients. Our Services Include: ✅ Financial Plan: a holistic and comprehensive financial plan tailored to a households individual goals and situation. ✅ Financial Planning for Business Owners: a trusted partner to help with asset location, tax, investment, compensation and insurance issues. ✅ Retirement planning to ensure comfort and security during retirement. ✅ Investment analysis: providing straight forward advice of investment performance versus benchmarks. Making sure you are on top of your fees and taxes. Our Clients: 🧑💻 We serve clients across Canada, including business owners and individuals seeking unbiased financial advice. Our clients value trustworthy, independent guidance without the influence of product sales. 🤝Clients come to us when they need to make significant financial decisions; what to do with an inheritance, consideration of a large purchase, where to allocate surplus cash flow, investment questions, tax related issues, pension decisions, executive compensation questions, real estate questions, etc. Our Credentials and Experience: 📜Merrick Financial Inc. holds the Certified Financial Planner (CFP) designation; globally recognized as the standard for financial planning excellence. 📈 We are proud members of the Financial Planning Association of Canada and adhere to its high ethical standards. 🥇We have been recognized with the Quality Business Award for Best Financial Planner in Toronto. We also have 5-star Google Reviews If you're interested in learning more, please schedule a free initial consultation: https://www.merrickfinancial.ca/book-online

Headquarters

Toronto, Ontario, Ca

Website

merrickfinancial.ca

Industry

Financial Services

Founded

2018

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Merrick Financial Inc. Contact Intelligence

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