Chris Merrick

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. My insights aren't just professional—they're personal too, shaped by hands-on experience with DIY investing, building businesses, real estate ventures, planning for my children’s education and for my own retirement.

I am a fee / advice only financial planner. I sell no insurance or investment products. Because we provide transparent fees for service, we have no conflicts of interest; which drives lasting long-term relationships with our clients.

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, ensuring my counsel remains impartial and solely in the best interests of my clients. Feedback from past clients often highlights my approachable, easy-to-work-with nature and my dedication to putting their interests first.

In addition to my work, I collaborate with a reliable network of professionals (lawyers, accountants) to ensure that all my clients’ needs are met comprehensively.

Outside of the office, I enjoy spending quality 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.

I love talking about finances, business, and strategies for achieving financial independence. If you'd like to learn more or discuss how I can support your financial journey, let’s connect!

Book a free initial consultation: https://www.merrickfinancial.ca/book-online

Send me an email: chris@merrickfinancial.ca