GET TO KNOW US
Chris Merrick
Principal, Financial Planner
I have spent my 20+ yrs. career combining my passion for business ownership with a deep specialization in personal and corporate financial management.
As a Certified Financial Planner® (CFP), I bring a wealth of experience in financial planning, retirement planning, corporate planning, real estate, tax strategies, and investment analysis.
As a fee / advice only financial planner, I sell no insurance or investment products. Whether it’s lowering fees, managing debt, or creating tailored plans for short- and long-term financial goals, I prioritize transparent advice and steer clear of traditional referral fees or commissions.
Outside of the office, I enjoy spending time with my family and being active outdoors through cycling, sailing, and hockey. I also dedicate time to reading about current financial and global issues to stay informed and continue growing as a professional.
Awards & Recognitions
Merrick Financial Inc. is a proud member of the local communities in Toronto and East York. We are delighted to receive the following recognitions:
2025 Winner for Best Financial Planner in Toronto
The Quality Business Awards recognizes businesses that achieve an average quality score of 95% or greater over the previous 12 months.
2025 Winner FOR BEST FINANCIAL PLANNER IN TORONTO
Toronto Blogs Best Financial Planners
WiseCanadian is a guide to the best services in Canada and they put us at the top of the list of the 8 best financial planners in Toronto.
The blog lists the 10 best Financial Planners with a comprehensive list of their services, pros, cons and customer reviews.
THREE BEST RATED
BEST FINANCIAL SERVICES
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.
WHAT OUR CLIENTS SAY
