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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 Merrick By Peter Merrick
Advice

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

Peter Merrick By Peter Merrick
Personal Finance

Registered Disability Savings Plan (RDSP)

Peter Merrick By Peter Merrick
Estate Planning

Six steps to helping survivors handle financial decisions alone!

Peter Merrick By Peter Merrick
Estate Planning

Family Financial Philosophy: A powerful estate planning tool!

Peter Merrick By Peter Merrick
Insurance

Demystifying the life insurance underwriting process

Peter Merrick By Peter Merrick
Estate Planning

Life’s main questions

Peter Merrick By Peter Merrick
Retirement

7 reasons why your clients should think about retirement.

Peter Merrick By Peter Merrick
Pension

The ABCs of severance pay: Is your company prepared?

Peter Merrick By Peter Merrick
Tax

Why should unincorporated client incorporate their businesses?

Peter Merrick By Peter Merrick
Estate Planning

Trusts can help when tragedy strikes

Peter Merrick By Peter Merrick
Government Benefits

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

Peter Merrick By Peter Merrick
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