Reviews of Merrick Financial Inc. - Fee Only Financial Planner (Financial Consultant)

Fernando Escalera

Chris has been a great financial advisor for our family. Saving for retirement and buying a property are crucial decisions. Therefore, it's always worth building a plan with financial experts such as Merrick Financial.

Carolina Wuesthoff (CW)

Chris Merrick is a knowledgeable and professional financial planner who is able to place himself in his client's shoes, finding specifically tailored solutions and planing according to our particular life goals with such interest and enthusiasm as if they were his own. He also revisited my previous financial situation and found new and creative ways to improve my portfolio, and the results are great.

David Foster

We hired Chris to determine if we could retire in our present situation and assuming so, to create a financial plan for our retirement. Chris was amazing and made himself available on extremely short notice so we could make some key decisions quickly. He provided a full analysis of our options and his fees were very reasonable. Other planners were more expensive and unable to give us an appointment for at least a month. I highly recommend you visit Chris ... sooner rather than later!

Silvana Pedraza

Chris is very understanding and offers great advice. Very recommended.

Scott Bjaanes

Merrick Financial is knowledgeable, professional and always considers the needs of the client. Chris provides realistic options catered to your individual needs.

Alycia Duff-Bergeron

My first time using a Financial Planner. I found Chris very straightforward and easy to work with, and he gave me good advice to reach my goals while taking some of the stress out of the decision making!

NatBakesCakes

I used Merrick Financial to help plan my financial life combined with my business. I now understand how it all works and Chris is easy to work with and professional. He’s a small business expert!

Guinevere Pura

I worked with Merrick Financial for my photography business. They were very professional and responsive for the online engagement. I now have peace of mind for my planning issues and would recommend them to any business owner

carolina santamaria

I have lived in Canada for 5 years, and as a worker in the public sector, I had many questions about the best way to save, invest and my retirement benefits. Chris is very knowledgeable and answered all of them, I could not have chosen a better financial planner. I now have more clarity about the different future scenarios and feel confident in my long term financial future.

Brandon Thompson

Chris Merrick is a true professional with great service and advice. He provided myself with a detailed review and plan of my financial situation during a change in my marital status. This helped my children and I become more confident with our financial future. I would highly recommend him to anyone looking for straight approach, with the focus just on you, not the commissions like the others.

Ivan Ho

Chris is a very knowledgeable financial planner and I can feel his professionalism and customer centricity from my first interaction with him. In the couple of virtual meetings we have had, he provided valuable advises to me to maximizing long term personal wealth growth. He always make himself available if I have further follow up questions or needed some quick advices over the phone. I would recommend Chris to anyone.

Alfeeley

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.

Kathy Wong

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.

Jenny T

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.

Jarrod Armstrong

As a business owner and realtor, I’m appreciative of the expertise and financial guidance from Chris Merrick. We don’t know, what we don’t know. Chris has always been the one to fill in the blanks, and open our eyes to different strategies that have set us up on the right path. I feel that I benefited the most from his advice on tax efficiency and retirement planning.

ikiki santaella

My wife and I went to Merrick Financial for advice on what would be the best use of our savings and got the full financial plan. I’m glad we did, as now I feel secure in my long term financial future and I’m using the home buyers plan for my first house. Now we have a much better idea of what our investments and retirement could look like down the road.

Waifer Ho

Chris is very professional and thorough. He provides us with a lot of excellent and valuable advises on my retirement planning. I would definitely seek his help in the future whenever I need a financial adviser.

Cihang Ma

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.

Grant Feggi

Having Merrick financial provide a detailed financial plan has made it very easy to see the path we need to take to ensure we meet our financial goals. Merrick financial made it easy to meet virtually at a time that worked for us. The financial plan was clear and we received it in a timely manner. We feel confident that we are on the right path to retirement and our money is invested in the correct places to ensure this. I highly recommend Merrick financial for any of your financial consulting needs.

HERNAN PEDRAZA

I worked with Chris on planning for my business. He gave me very good financial advice and i now feel more secure with my family