CHRISTOPHER M. MERRICK
CFP
Financial Planner and former Company President
Chris is a lifelong business owner and a specialist in the management of personal and business finances. He is skilled and knowledgeable about retirement planning, corporate planning, real estate, tax strategies and investment portfolios. He knows these topics as a CFP but also from a personal level by doing his own DIY investing, his own real estate investing, kids RESP, etc. As a financial planner he enjoys putting his knowledge to work for his clients and helping them achieve financial independence.
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Chris focuses on a client centred practice and always puts the customer's interests first. Aligning the client's goals and values with professional, accurate and honest financial advice leads to a winning situation, peace of mind and more free time for our clients.
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Chris also has a reliable network of professionals to refer clients to as required. Our past clients tell us that we are honest, trustworthy and easy to work with!
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​Away from the office Chris enjoys spending time with his family, enjoying the outdoors, cycling and watching sports, and competitive sailing racing.
He also spends time reading about current financial and world issues.
WHAT SETS US APART?
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Historically, Canadians have had access to high-quality and personalized financial advice, usually through a bank or an independent investment dealer. Both of these business models rely on selling the customer financial products. Under this model, the advisor is generally a salesperson and may not always provide unbiased advice.
Our model is to offer unbiased, independent, objective advice. Fee structures were designed that are unlike the traditional referral fees/sales fees/trailing commissions that can bring a bias to an investor's advice.
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WHAT WE DO
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We offer sound advice on how to lower fees, pay down debt and save to reach your short and long term goals.
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We want to help you so you are not intimidated in dealing with banks' sales people and how to open a discount brokerage account.
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We do not accept referral fees or commission from third parties.
Awards & Recognitions
Merrick Financial Inc. is a proud member of the local community and we are delighted to receive the following recognitions from Toronto:
2023 Winner for The Best Financial Planner in Toronto
Merrick Financial Inc. was chosen as the winner for the category of The Best Financial Planner in Toronto, 2023.
The Quality Business Awards recognizes businesses that achieve an average quality score of 95% or greater over the previous 12 months.
THREE BEST RATED: BEST FINANCIAL SERVICES
Merrick Financial Inc. was listed as one of the Top 3 Financial services in Toronto by the Three Best Rated
Their business analyst team was impressed by the consistent high-quality service provided. They thoroughly evaluated our business based on our rigorous 50-Point Inspection.
Toronto Blogs: Best Financial Planners
Merrick Financial Inc. was announced as one of the best financial planners in Toronto by Toronto Blogs.
The blog lists the 11 best Financial Planners with a comprehensive list of their services, pros and cons.
The Best Toronto:
#1 AmONG 10 Best Financial Planners in Toronto
According to The Best Toronto Merrick Financial Inc, ranks #1 among the top 10 financial planners in Toronto.
The Best Toronto does a a thorough research of the local market, lists pros an cons as well as customer reviews from third party sites.