Merrick Financial Inc. jobs and careers

About Merrick Financial Inc.

Based in the financial center of Toronto, we are a team of fee-only financial planners who provide unbiased financial advice for a fee. Our model cuts down on conflicts of interest; we don't recommend or sell specific financial products. Our transparency brings lasting, long-term relationships with our clients. Our Services Include: ✅ Financial Planning: 360-degree assessment of your financial life. We use Advanced Scenario Analysis to stress-test your plan against real-world variables like market volatility or inflation. ✅ Financial Planning for Business Owners: We help business owners navigate the overlap between corporate and personal wealth. We provide unbiased guidance on asset location, tax-efficient compensation, and risk management without the conflict of product sales. ✅ Retirement Income & Security Planning: We specialize in the "decumulation" phase; turning your hard-earned assets into a sustainable, tax-efficient paycheck that lasts a lifetime. Questions we help you answer: Do we have enough? We model your assets against your desired lifestyle to ensure you won't outlive your money. Our Clients: - We serve clients across Canada, including business owners and individuals seeking unbiased financial advice. Our clients value independent guidance without the influence of product sales. - Clients come to us when they need to make significant financial decisions; what to do with an inheritance, consideration of a large purchase, where to allocate surplus cash flow, investment questions, tax related issues, pension decisions, executive compensation questions, real estate questions, cross-border, risk management, etc. Our Credentials and Experience: - Merrick Financial Inc. holds the Certified Financial Planner (CFP) designation; globally recognized as the standard for financial planning excellence. If you're interested in learning more, schedule a free initial consultation: https://www.merrickfinancial.ca/book-online