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Peter Merrick

Peter Merrick

Peter Merrick, FMA, CFP, FCSI, Instructor at George Brown and Seneca Colleges, President of Merrick Wealth Management, a boutique financial planning, employee and executive benefit consulting firm.

Retirement

How many stages of retirement are you planning for?

Peter MerrickBy Peter Merrick
Advice

Experience and excellence are not expensive – they’re priceless!

Peter MerrickBy Peter Merrick
Personal Finance

Registered Disability Savings Plan (RDSP)

Peter MerrickBy Peter Merrick
Estate Planning

Six steps to helping survivors handle financial decisions alone!

Peter MerrickBy Peter Merrick
Estate Planning

Family Financial Philosophy: A powerful estate planning tool!

Peter MerrickBy Peter Merrick
Insurance

Demystifying the life insurance underwriting process

Peter MerrickBy Peter Merrick
Estate Planning

Life’s main questions

Peter MerrickBy Peter Merrick
Retirement

7 reasons why your clients should think about retirement.

Peter MerrickBy Peter Merrick
Pension

The ABCs of severance pay: Is your company prepared?

Peter MerrickBy Peter Merrick
Tax

Why should unincorporated client incorporate their businesses?

Peter MerrickBy Peter Merrick
Estate Planning

Trusts can help when tragedy strikes

Peter MerrickBy Peter Merrick
Government Benefits

Henson Trusts, The Ontario Disability Support Program (ODSP) benefits and tax credits

Peter MerrickBy Peter Merrick
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