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
Company Details
- Employees
- 2
- Founded
- -
- Address
- 53 Coleridge Avenue, Toronto,on M4c4h4,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://merrickfinancial.ca
- Keywords
- Retirement Planning, Financial Planning, Estate Planning, Investment Analysis, Fee Only Financial Planner, Advice Only Financial Planner, Independent Financial Planner, Money Coach, Tax Planning, Business Owner Financial Planning, Business Financial Planning, Personal Finances.
- HQ
- Toronto, ON
Merrick Financial Inc. Questions
Merrick Financial Inc.'s website is http://merrickfinancial.ca
Merrick Financial Inc.'s LinkedIn profile is https://ca.linkedin.com/company/merrick-financial
Merrick Financial Inc. has
2 employees.
View email and phone details for 2
employees at Merrick Financial Inc..
Merrick Financial Inc.'s industry is
Financial Services
Merrick Financial Inc.'s top competitors are
Keystart Mortgage Inc.,
The Dental Barns,
Preferred Counsel,
Iseet,
Canadian House Partners,
Sanford Real Estate,
Peace Hills Trust,
Well Built Wealth,
Triad's Finest Real Estate By Exp Realty,
Sachar Dental Nyc.
Merrick Financial Inc.'s categories are Financial Services
Merrick Financial Inc.'s founding year is 2018
