Merrick Financial Inc. - Fee Only Financial Planner

Name: Merrick Financial Inc. - Fee Only Financial Planner
Address: 53 Coleridge Ave, Toronto, ON M4C 4H4, Canada, C, Canada

5/5 ★ based on 8 reviews

Contact Merrick Financial Inc. - Fee Only Financial Planner

Address :	53 Coleridge Ave, Toronto, ON M4C 4H4, Canada
Phone :	📞 +87
Website :	http://www.merrickfinancial.ca/
Categories :	Financial consultant ,
City :	C

53 Coleridge Ave, Toronto, ON M4C 4H4, Canada

Best Financial consultant in Canada

J	Joel on Google ★ ★ ★ ★ ★ Chris is very knowledgeable and he went above and beyond to ensure that I was prepared for my transition. I would strongly recommend him to anyone looking for an unbiased opinion on their finances.
h	harone on Google ★ ★ ★ ★ ★ I got an extra $1100 in my tax refund and gained a clear picture of how to reach my goal of buying my first home and how i should allocate my assets and a ton of other valuable information. It was worth it to hire Chris as it was a good financial education for me.
J	Jenny T on Google ★ ★ ★ ★ ★ My family needed some financial advice with regards to real estate and after looking at a few FP services provided by various firms, we decided to use Chris’s FP services because 1) he was the first one to promptly reply to our inquiry 2) provided customized services tailored to our needs as opposed to selling a bundled package and 3) was the lowest cost fee out of all of them. I’m glad we went with Chris because he was very professional yet courteous and his advice did not disappoint us. Our situation is a bit complex but he was able to help us navigate through the situation. We will gladly use Chris’s services again in the future.
A	Alfeeley on Google ★ ★ ★ ★ ★ We are a couple applying for our first mortgage and needed advice on how best to manage our down payment and arrange our finances before our mortgage application. Chris really listened to our needs and after two consultations he presented us with an action plan detailing and explaining the steps we needed to take to achieve our financial goals. We found Chris to be professional and diligent in his work. We really appreciated his independent and honest advice. We would be happy to recommend Chris to our family and friends.
J	Julie Ho on Google ★ ★ ★ ★ ★ Chris tailored a plan for me regarding how to make the best use of my money considering real estate/ stock investment allocation and how to minimize tax. He is responsive and even delivered the report even before the agreed date. Would strongly recommend Chris.
M	Meghana M on Google ★ ★ ★ ★ ★ My husband and I were looking for objective financial advice without being sold specific products. Chris clearly understood our requirements and provided us exactly that. He was generous with his time, he answered all of our questions and we didn't feel hurried or rushed at any point. He offered weekend and late evening slots that worked perfectly with our schedules. We came out of the experience having a clear idea of our current financial situation and next steps. Thank you Chris!
C	Cihang Ma on Google ★ ★ ★ ★ ★ Chris really helped me map out my finances for the short and long term, and flexibly did so on my chaotic timeline. He was straightforward, attentive, and clearly explained everything to me. I feel happy with where I am now, and I couldn't have done it without his help. I'd highly recommend Chris to anyone seeking financial advice.
K	Kathy Wong on Google ★ ★ ★ ★ ★ My husband & I contacted Chris Merrick after reading that Merrick Financial was on the Best Toronto's list of the 10 Best Financial Planners in Toronto. Working with Chris was stress free because he gave us sound, unbiased advice without any high pressure sales tactics. With his extensive knowledge & expertise, he provided us with a very comprehensive, tax-efficient retirement income plan tailored to our needs to guide us through our retirement. We highly recommend Chris & the services of Merrick Financial.