Merrick Financial | Advice Only Financial Planners
78Good53 Coleridge Ave, East York, ON M4C 4H4, Canada
About
Merrick Financial is a Toronto-based, fee-only financial planning firm providing independent, conflict-free advice since 2018 with no product sales.
Senior Care Path Summary
Merrick Financial specializes in comprehensive financial planning for life transitions, including retirement planning and pre-retirement assessment. They create detailed, values-based written plans to help you determine if you have enough to retire, model how inflation affects your funds, and map out a tax-efficient withdrawal strategy. They serve clients across Canada via video conferencing, email, or phone, offering transparent fees with no conflicts of interest.
They also offer hourly consultations for time-sensitive questions about retirement planning and tax optimization. Their streamlined planning process includes a free initial consultation, discovery meeting, analysis, comprehensive written plan with action checklist, and ongoing support. Fees for retirement planning range from $3,500 to $7,000 plus HST.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping income and retirement lifestyle
- Pre-retirees planning the transition to retirement
- Those navigating tax-efficient withdrawal strategies
- Families managing inheritance and wealth transfer
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
84 Google reviews
Most recent reviews
Adam McLaurin
a month ago · via Google
Chris has been awesome, and I can't recommend him highly enough. He's been patient, helpful, and flexible through a variety of difficult financial planning conversations. I appreciate his candidness and expertise, and always feel like it's my best interest he has in mind rather than trying to sell me something.
Jordan Ostapchuk
a month ago · via Google
Working with Chris was a great experience from start to finish. He was responsive, efficient, and got straight to the point. It's exactly what you want when navigating important financial decisions. The advice was clear and practical. I already put most of it to work. Recommend Chris for those who are busy, need a second opinion, and are prepared to take action based on a straightforward assessment of the facts.
Brad Cooney
5 months ago · via Google
My wife and I highly recommend Chris Merrick. After interviewing four retirement planners across Canada, Chris stood out for his calm demeanor, insight, and ability to give us real confidence in our retirement plan. He made the process eye opening, was consistently patient and knowledgeable, and explained our options clearly, helping us choose the right path for our retirement.
Summary of Google Reviews
Summarized by Senior Care Path from Merrick Financial | Advice Only Financial Planners's Google rating and recent reviews. Confirm specifics with the provider.
Merrick Financial | Advice Only Financial Planners holds an excellent 5.0-star rating across 84 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Financial Planning Association Canada
- Advice Only Planners member
Languages Supported
- English
Frequently Asked Questions
What services does Merrick Financial | Advice Only Financial Planners offer?
Merrick Financial | Advice Only Financial Planners is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Merrick Financial | Advice Only Financial Planners speak?
Staff at Merrick Financial | Advice Only Financial Planners are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Merrick Financial | Advice Only Financial Planners?
You can call Merrick Financial | Advice Only Financial Planners directly at (437) 320-1672, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.
Is Merrick Financial | Advice Only Financial Planners verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
53 Coleridge Ave, East York, ON M4C 4H4, Canada
Also serves
- Toronto, Ontario
- Across Canada (remote)