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Merrick Financial Inc. - Fee Only Financial Planner

Merrick Financial Inc. - Fee Only Financial Planner

31 reviews

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53 Coleridge Ave, Toronto, ON M4C 4H4, Canada Get Directions

financial consultant Best Financial Consultants in Canada Best Financial Consultants in Ontario

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Service	Sub Service	Average Price Range (USD)
Financial Planning	Retirement Planning	$150 - $300 Call to Book
	Investment Planning	$100 - $250 Call to Book
	Comprehensive Financial Review	$200 - $400 Call to Book
Tax Planning	Tax Efficiency Strategies	$150 - $300 Call to Book
	Pre-Tax Year-End Planning	$100 - $250 Call to Book
	Tax Return Review	$75 - $150 Call to Book
Business Financial Consultation	Business Planning	$200 - $350 Call to Book
	Cash Flow Management	$150 - $300 Call to Book
	Tax Strategies for Businesses	$150 - $300 Call to Book
Real Estate Financial Advice	Investment Property Planning	$150 - $300 Call to Book
	Mortgage Preparation Advice	$100 - $200 Call to Book
	Home Buying Financial Consultation	$150 - $250 Call to Book
Wealth Management	Asset Allocation Planning	$200 - $350 Call to Book
	Investment Growth Strategies	$150 - $300 Call to Book
	Portfolio Review	$100 - $250 Call to Book

ABOUT Services Excellence Summary

Merrick Financial Inc. is a one-stop shop for your tax, financial, retirement, and estate plan review, design, and implementation. In Canada, the CFP designation is the most well-known financial planning credential. A Certified Financial Planner (CFP) is the gold standard for financial planning. We start the planning process by gaining an understanding of your life and preferences. We’ll create a personalised financial plan tailored to your unique life and make sure it adapts as you grow. It’s not a one-size-fits-all plan.

SUMMARY Reviews Summary

The reviews indicate an extremely positive feedback about Chris. That can be summarized in five sentences. Chris's knowledge in finance is extensive. He is highly professional and helps people take control of their financial futures. Helping clients understand what steps they need to take is something that he does well. Being able to explain his recommendations well and in an easy to understand way is something his clients appreciate. This client-focused service has helped many clients over the years and has made Chris stand out as a financial planner.

Kristin left a 5 star review

★★★★★

On TrustAnalytica

Sep 07

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PROS

recommend (12)

highly recommend ... (7)

very knowledgeab ... (4)

very professiona ... (3)

comprehensive (2)

strongly recomme ... (2)

easy to work wit ... (2)

great experience ... (1)

helped me (1)

very detailed (1)

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Merrick Financial Inc. - Fee Only Financial Planner Reviews: 30. Average Rating: 5.0

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Kristin

on Trustanalytica

We recently worked with Chris for fee-only financial planning, and we couldn't be more pleased with the experience. He was incredibly knowledgeable and identified several key issues that my husband and I hadn’t yet considered. His approach was fast but thorough, making the process both efficient and insightful. Chris was also very friendly and accessible, always available to answer our questions and provide guidance. The report he generated after meeting with us and reviewing our information was detailed, comprehensive, and extremely helpful for our financial planning. We highly recommend him to anyone seeking a knowledgeable, organized, and thoughtful financial planner.