Chris Merrick
Merrick Financial Inc. · Toronto, Ontario, Canada
Chris Merrick is a fee-only financial advisor at Merrick Financial Inc. in Toronto, Ontario, Canada, who holds the CFP and QAFP credentials. Chris charges hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from C$1,500 a year and one-time plans from C$2,500) and focuses on retirement planning, small business owners and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Merrick Financial Inc. |
|---|---|
| Based in | Toronto, Ontario, Canada |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from C$1,500 a year · One-time plans from C$2,500 · C$455 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · QAFP |
| Website | www.merrickfinancial.ca |
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Questions about Chris
Is Chris Merrick a fee-only financial advisor?
Yes. Chris Merrick is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Chris charge for financial advice?
Chris charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Chris charge?
According to Merrick Financial Inc.'s website, checked October 28, 2026: ongoing planning from C$1,500 a year; one-time plans from C$2,500; C$455 an hour.
Does Chris work with clients virtually?
Yes. Merrick Financial Inc. says on its website that it works with clients remotely.
Where is Chris Merrick based?
Chris Merrick is based in Toronto, Ontario, Canada.
What does Chris specialize in?
Chris's specialties include retirement planning, small business owners and pension planning. Chris works with retirees, pre-retirees and founders.
What credentials does Chris Merrick hold?
Chris Merrick holds the CFP and QAFP credentials.
How do I contact Chris Merrick?
Through Chris's website, www.merrickfinancial.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Merrick Financial Inc. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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