Merrick Financial
79Good53 Coleridge Ave, East York, ON M4C 4H4, Canada
Last updated September 2026
Request a consultationAbout
Merrick Financial is a Toronto-based, fee-only financial planning firm providing independent, conflict-free advice since 2018 with no product sales.
Managed by
This listing hasn't been claimed yet.
Claim this listing →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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
Request a consultation
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
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
84 Google reviews
Most recent reviews
Peter Preradovic
2 months ago · via Google
Chris is great to work with. He looks at all aspects of your situation to provide realistic and actionable advice. This all comes with a professional and personable customer service mindset. We always felt we were in good hands with him. Highly recommend and we will definitely be using his services again in the future.
Kent
2 months ago · via Google
As mid-career professionals, we approached Chris last fall looking for a detailed financial plan that covered retirement planning and everything in between related to our household finances. Chris was very thorough in his discovery process and came up with a very detailed review and accompanying report with clear action points that addressed our many questions. It was exactly what we were looking for. Highly recommend working with Chris if looking for expert, independent advice and analysis. Great experience all around.
Adam McLaurin
3 months 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.
Summary of Google Reviews
Summarized by Senior Care Path from Merrick Financial's Google rating and recent reviews. Confirm specifics with the provider.
Merrick Financial 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
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
Location
53 Coleridge Ave, East York, ON M4C 4H4, Canada
Also serves
- Toronto, Ontario
- Across Canada (remote)
Frequently Asked Questions
What services does Merrick Financial offer?
Merrick Financial 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 speak?
Staff at Merrick Financial 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?
Send a request through the form on this page with your name, email and phone. We pass it to Merrick Financial so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Toronto. It is free, with no pressure.
Is Merrick Financial 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.