Merrick Financial
Financial Services - N/A, N/A, CA
Merrick Financial Employees
Merrick Financial Details
Merrick Financial Inc. is a Fee Only Financial Planner based in Toronto. Clients' come to us when they have a big decision to make and are looking for advice (possibly divorce, inheritance, contemplation of a large purchase, changes in their business, tax problems, retirement, etc.) We specialize in business owners, professionals and retirees. The most widely recognized financial planning designation in Canada and worldwide, we are a Certified Financial Planner (CFP) which is considered the standard for the financial planning profession.Our services are for all Canadians regardless of income or asset levels. Their income and asset levels can be from "just getting started" to millions of dollars. They live in Ontario and are open to communicate via video conferencing, email and phone. They are looking for unbiased, trustworthy advice and do not want this to be mixed up with investment and / or insurance product sales.
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