7 Mistakes That Make or Break Small Businesses
Anne McAuley Lopez March 31, 2022 What’s the true failure rate of small businesses? Well, it depends on who you ask and whether it...
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Chris Merrick
- Mar 1
- 1 min
RESP for your Children
Today we are going to review some of the basics of this plan and how it can help your family. To start off, anyone can open an RESP for a...
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Chris Merrick
- Dec 9, 2021
- 1 min
Toronto Blogs - Best Financial Planners
We are happy to announce that Merrick Financial Inc. has been announced as one of the best financial planners in Toronto by Toronto...
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Chris Merrick
- Nov 16, 2021
- 1 min
What is a Pension Plan in Canada?
The following are the major types of pension plans in Canada: - Defined Benefit Pension Plan - this is the most generous type of plan...
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Chris Merrick
- Nov 16, 2021
- 1 min
Investment Analysis
When an investment analysis is done on your account it should include the following: - Asset Allocation - it is important to have the...
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Chris Merrick
- Oct 22, 2021
- 1 min
How are Dividends Taxed in Canada?
When you receive a dividend, which is a regular payment of profit made to investors who own a company's stock, it can be in two forms: -...
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Chris Merrick
- Oct 22, 2021
- 1 min
How to Save for Retirement?
The following are the major ways that Canadians can save for retirement: - Defined benefit or defined contribution pension plan - if your...
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Chris Merrick
- Sep 17, 2021
- 2 min
Business Owner Planning Issues
- There are many issues that affect a business owner that can require the advice of a professional financial planner: - If you are...
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Chris Merrick
- Sep 17, 2021
- 1 min
Methods of Paying Off Your Debt
- If you have multiple sources of debt and each of them carry a balance there are two different ways to approach the situation. -...
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Chris Merrick
- Jul 26, 2021
- 1 min
Retirement Sources of Income - Merrick Financial Inc
Some of the main sources of income in retirement are: Canada Pension Plan - most people pay into this during their lifetime and are...
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Chris Merrick
- Jul 16, 2021
- 1 min
Do I Need an Analysis of my Investments?
If you're getting a high rate of return that you are happy with then probably not. However, if you're like most people there is always...
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Chris Merrick
- Jul 8, 2021
- 1 min
Estate Basics Everyone Should Have
Everyone, no matter their stage in life, should have some of the estate basics completed. They are as follows: A will. This basically...
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Chris Merrick
- Jun 28, 2021
- 1 min
The Best Toronto - The 10 Best Financial Planners in Toronto
We would like to thank The Best Toronto for finding that we are among the top 10 financial planners in Toronto! After doing a search of...
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Chris Merrick
- May 28, 2021
- 1 min
Most common mistakes people make with their finances
There are a few common mistakes that people make with their finances. Being overconfident - when the market rises, rises and rises it...
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Chris Merrick
- Apr 2, 2021
- 2 min
Saving for a House Strategy - Home Buyers’ Plan (HBP)
As prices of real estate rise greatly across the GTA, there is one way to make your home more affordable. The Home Buyers’ Plan (HBP)...
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Chris Merrick
- Sep 3, 2020
- 1 min
Why did I decide to be a financial planner?
As a successful former medium sized manufacturing company business owner Chris is ideally situated to offer financial advice to everyone...
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Chris Merrick
- Jun 19, 2020
- 1 min
Benefits of working with a fee only financial planner
The main benefit is that you are getting expert, unbiased advice that is not mixed up with product sales. There are many financial...
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Chris Merrick
- Apr 10, 2020
- 1 min
Why should I work with a financial planner?
Clients come to us when they have a big decision to make and are looking for advice (possibly an inheritance, consideration of a large...
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