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CA / Financial Consultant
Merrick Financial Inc. - Fee Only Financial Planner photo
Merrick Financial Inc. - Fee Only Financial Planner photo
Merrick Financial Inc. - Fee Only Financial Planner photo
Merrick Financial Inc. - Fee Only Financial Planner photo

Merrick Financial Inc. - Fee Only Financial Planner

5.0 31 reviews
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Address: 53 Coleridge Ave, Toronto, ON M4C 4H4, Canada Get Directions
Financial Consultant Best Financial Consultants in CA Best Financial Consultants in ON

Services & pricing

Average price range
ServiceDetailsPrice
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

What people love

From reviews
Recommend(12) Highly recommend(7) Very knowledgeable(4) Very professional(3) Comprehensive(2) Strongly recommend(2) Easy to work with(2) Great experience(1) Helped me(1) Very detailed(1)

About this business

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.

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.

Location & directions

Toronto, Ontario
Merrick Financial Inc. - Fee Only Financial Planner
Financial Consultant
Address
53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
Hours
Closed Now
Get Directions
Merrick Financial Inc. - Fee Only Financial Planner Reviews · 5.0 average
1 Reviews
G Google 30
K
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.

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