top of page

2023 Review as Top 3 Financial Services by ThreeBestRated

Updated: Oct 12, 2023

We are delighted to share some exciting news; Merrick Financial Inc. was selected as one of the Top 3 Financial services in Toronto by The Three Best rated in their most recent update.

Their business analyst team was impressed by the consistent high-quality service we provide after they thoroughly evaluated and updated their ratings based on a rigorous 50-Point Inspection.

Here what they have to say about us:

"Merrick Financial Inc. offers a complete solution, catering to all aspects of your financial well-being, including comprehensive reviews and personalized designs for your financial plan, tax strategies, retirement planning, and estate management.

Chris is a specialist in the management of personal finances. He is skilled and knowledgeable about retirement planning, tax strategies and investment portfolios. They proudly hold the prestigious Certified Financial Planner (CFP) designation, widely recognized and respected both in Canada and internationally as the gold standard in financial planning.

When crafting your financial roadmap, Merrick Financial Inc. considers all your objectives, taking into account your lifestyle, preferences, and long-term goals. Their approach is holistic, ensuring that every aspect of your financial life is taken care of.

The custom financial plan they create is not just a static snapshot but a dynamic blueprint that evolves with you throughout your life, adjusting and adapting to suit the different stages and milestones you encounter."


bottom of page