Merrick Financial Inc. - Fee Only Financial Planner

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Merrick Financial Inc. - Fee Only Financial Planner 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

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10/13/2026

The group asks for the Canadian Entrepreneurs’ Incentive to be expanded and for certain capital gains tax deferrals.

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FP Answers: As a sole proprietor you are responsible for these debts, even if the accounts were only used for business expenses.

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One interesting suggestion was withdrawing securities in lieu of cash, but don’t think of it as a get-out-of-jail-free card.

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There’s a silver lining for mortgage holders with variable rates.

Address

53 Coleridge Avenue
Toronto, ON
M4C4H4

Opening Hours

Monday 8:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm
Saturday 9am - 12pm

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