MERRICK FINANCIAl INC
FEE-ONLY FINANCIAL PLANNER | UNBIASED, TRUSTWORTHY ADVICE
SERVING GREATER TORONTO AREA & ONTARIO REGION
Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large purchase, changes in their business, tax problems, retirement, pension decision, executive compensation questions, real estate questions, etc.)
Our goal is to provide complete clarity on all financial aspects of your life.
Our clients live in Ontario and are open to communicating 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. This is the basis of fee only / advice only financial planning.
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.
SERVICES & SOLUTIONS
"Matching your financial goals with a comprehensive plan"
No matter what stage of life you're in, we offer experienced planning of your financial affairs. Buying a larger home? Need help with a big decision? Our most popular offering includes a 360-degree assessment of your financial affairs including the 6 key areas of your life.
Detailed financial, values and goals based written plans so you can retire with "comfort and security".
Are you thinking about or worried about how you are going to live in retirement? Let us do a detailed financial, values and goals based review of your situation and come up with an easy to understand and action-based plan so you can put your mind at ease.
Get an independent review and analysis of your portfolio
We will review your current investments and provide a clear, unbiased review of your position. We will give you a straight forward, concise report that details your investments performance, fees, fit for you and for your stage in life.
We have a streamlined, convenient, remote planning process that delivers collaborative financial planning anywhere in Ontario.
1. FREE INITIAL CONSULTATION
Schedule a call quickly and easily. We use the initial consultation to understand your needs and to explain our services.
We create a financial snapshot of your current situation. Follow up planning calls may be needed to make sure we have all the information and that we are solving all your needs.
2. PROPOSAL & ESTIMATE+ ENGAGMENT
Receive a quote with our services, support and deliverables.
Sign Engagement Agreement.
5. PLAN PRESENTATION MEETING
You will be presented a thoroughly written plan to achieve your financial goals and address any questions you have. The plan includes specific recommendations and an action checklist that keeps implementation on track.
3. DISCOVERY MEETING
We will review together all the information required to build your personalized plan. To fully understand your goals and objectives.
6. REGULAR UPDATES
Moving forward after you receive your financial plan, we can meet monthly, quarterly or yearly to follow up on the plan implementation.
WHO ARE OUR CLIENTS?
Our clients include employees, retirees, business owners, and professionals of all ages.
Our clients are motivated to take charge of their financial futures and looking for expert advice to make sure they are on the right track and not missing any opportunities.