Merrick Financial Inc. - Fee Only Financial Planner

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 lo

cation, 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

07/16/2026

Keeping debt a secret is common and shame often keeps people from reaching out for help. But this can get expensive.

07/14/2026

Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation.

07/09/2026

Momentum investing is a winning play in 2026. Funds purchasing stocks with strong price & earnings momentum have beaten the S&P 500 year to date. The trend seems driven by an "unusual" split between the market's winners and losers, SocGen said.

07/07/2026

Moving to the U.S. can change how an RESP works. CESG eligibility may stop, and U.S. tax rules can create new complications.

07/02/2026

A sudden surge in share prices makes us all think we know what’s coming next.

06/30/2026

Spend five minutes cancelling or simplifying one thing, such as unsubscribing from retail emails that trigger impulse spending.

06/25/2026

These will let you have a say in your medical care, as well as what happens with your assets after you die

06/23/2026

Buyers who entered the market at its peak on the hopes of renting out their property to help pay off their mortgage are now facing a different reality.

06/18/2026

Helium supply dwindled when the war in Iran began, forcing Canadian businesses to get creative.

06/16/2026

The world is a mess, but markets seem to be shrugging worries over the fallout of the Iran war.

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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