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Merrick Financial | Advice Only Financial Planners.
East York, ON · NAICS 523930
Phone: +14168221702Format verified (CA)
Website: merrickfinancial.ca
Trust signals
- ✓ Online since 2020
- Format verified (CA)
Merrick Financial offers independent, fee-only financial planning services in Toronto, Canada.
Merrick Financial is a Toronto-based financial planning firm that specializes in providing independent, advice-only financial guidance. Established in 2018, the firm prides itself on a conflict-free approach, as it does not sell products or accept referral fees. This ensures that clients receive unbiased advice tailored to their unique financial situations. With a focus on transparency and client relationships, Merrick Financial is dedicated to helping individuals and families navigate significant financial decisions, from retirement planning to tax issues.
Business stage
growth
Local competition
medium
Services & offerings
financial planning, tax planning, retirement planning, inheritance management, business financial advice
Who they serve
Merrick Financial primarily serves individuals and families in Canada who are seeking reliable financial advice.
Ideal customer
- Industry
- various
- Company size
- individuals and families
- Decision-maker role
- financial decision-makers
- Geography
- Canada
B2B vs B2C focus
B2B 20%B2C 80%
Demand pattern
steady
Peak months
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Services are in demand year-round.
What sets them apart
- fee-only model
- no product sales
- conflict-free advice
- dedicated client relationships
Year founded
2018
Team size
Unknown
NAICS
523930
Technology
WixGoogle AnalyticsFacebook PixelUses Google Workspace