FINANCIAL PLANNERS
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.
Michael Burns
Financial Planner, 20+ years of experience
I am a Certified Financial Planner® (CFP) and have over 20 years of experience providing clients with comprehensive financial planning advice in many areas including retirement planning, investment analysis, estate planning, tax minimization strategies and corporate planning among others.
Being an advice only financial planner, I do not sell investment or insurance products which means there is no conflict of interest in the advice I provide. Fees are 100% transparent and clients appreciate this approach which allows me to provide the best advice possible for each client situation and build long term relationships with clients.
Outside of the office, my wife and I enjoy watching our 3 sons play sports including hockey, football and soccer. I also enjoy keeping active and enjoy playing hockey and other sports when I am not driving my sons to their sporting events.
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
