Merrick Financial Inc. - Fee Only Financial Planner
Hours:
Closed Now
Monday 8:30 AM - 5:00 PM
Tuesday 12:00 - 4:00 PM, 7:00 - 9:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:30 AM - 2:00 PM
Friday 9:00 AM - 5:00 PM
Saturday 9:00 AM - 12:00 PM
Sunday Closed
Tuesday 12:00 - 4:00 PM, 7:00 - 9:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:30 AM - 2:00 PM
Friday 9:00 AM - 5:00 PM
Saturday 9:00 AM - 12:00 PM
Sunday Closed
Address: 53 Coleridge Ave, Toronto, ON M4C 4H4, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout 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.
Frequently asked questions
7 questionsWhat do Merrick Financial Inc. clients say about the work?
Clients frequently praise Chris for his thoroughness, knowledge, and personalized approach. Many highlight his ability to provide clear, unbiased advice tailored to individual needs, which has led to increased confidence in their financial futures.
Does Merrick Financial Inc. offer comprehensive financial planning services?
Yes, they provide a range of financial planning services including retirement planning, investment planning, and comprehensive financial reviews, ensuring a tailored approach to meet each client's unique life circumstances.
Can I get help with tax planning at Merrick Financial Inc.?
Absolutely, they offer tax planning services that include tax efficiency strategies, pre-tax year-end planning, and tax return reviews, helping clients optimize their tax situations effectively.
What are the hours of operation for Merrick Financial Inc.?
Merrick Financial Inc. operates Monday: 8:30 AM-5:00 PM, Tuesday: 12:00-4:00 PM, 7:00-9:00 PM, Wednesday: 9:00 AM-5:00 PM, Thursday: 9:30 AM-2:00 PM, Friday: 9:00 AM-5:00 PM, Saturday: 9:00 AM-12:00 PM, and is closed on Sunday.
How does Merrick Financial Inc. support business owners?
They provide business financial consultation services including business planning, cash flow management, and tax strategies tailored specifically for businesses, ensuring owners receive expert guidance for their financial needs.
What kind of wealth management services does Merrick Financial Inc. provide?
Their wealth management services encompass asset allocation planning, investment growth strategies, and portfolio reviews, aimed at helping clients effectively manage and grow their investments over time.
Where is Merrick Financial Inc. - Fee Only Financial Planner located?
53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
Location & directions
Toronto, OntarioMerrick Financial Inc. - Fee Only Financial Planner
Financial Consultant
Address
53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
Hours
Closed Now
Merrick Financial Inc. - Fee Only Financial Planner Reviews · 5.0 average
1 Reviews
G Google 30
Kristin
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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