Merrick Financial Inc

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: