We at Merrick Wealth Management Inc., show and then help our corporate, and high net-worth clientele, with the assistance of their accounting, legal and other financial consultants how to preserve and grow cash-flow and wealth, defer and reduce taxes and creditor proof their assets. We accomplish this for each of our clients by designing and then implementing solutions that accomplish the following three results:

1.      We help you find the right business and benefit structures for your business to pay less tax, grow your wealth and protect what you have.

2.      We teach you how to make more money with much less effort by using the tax strategies of the wise and informed, such as implementing individual pension plans and retirement compensation arrangements; incorporate active businesses; create holding companies; create family trusts; make charitable donations and charitable foundations; create health and welfare trusts; utilize corporately owned insurances; maximize executive and employee benefit plans; and create employee profit-sharing plans, succession plans and estate freezes.

3.      The end result is you will sleep much better at night, and every night going forward knowing that everything has been looked after and done right!

Join us today and find out how we can assist you in achieving your very personalized business and individual wealth preservation and creation goals by contacting us now at info@merrickwealth.com or 416.854-1776.

Click here to listen to Peter Merrick, President of MerrickWealth.com and author of “The Essential Individual Pension Plan Handbook” interviewed by Ian Portsmouth, Editor and Associate Publisher of PROFIT Magazine


Click here to watch Peter Merrick, President of MerrickWealth.com and author of “The Essential Individual Pension Plan Handbook” interviewed by Patricia Lovett-Reid, host of Business News Network’s (ROBTV) Money Talk


Click here to read the book review of “The Essential Individual Pension Plan Handbook” by Elaine Wiltshire, editor for The Bottom Line


Click here to read the book review of “The Essential Individual Pension Plan Handbook” by CMA Management Magazine


Click here to read the book review of “The Essential Individual Pension Plan Handbook” by George Hartman, columnist for Investment Executive


Click here to find out more about "The Essential Individual Pension Plan Handbook" and to order your copy today!


We invite you to review our website to learn the opportunities that are available to each and every Canadian business owner that have been traditionally missed.

Especially popular is our article page. One to four new articles are posted each month. These articles have appeared in some of the most prestigious journals, magazines and trade papers in Canada. Here you can find dozens of articles on topics as diverse as Solutions on Increasing Corporate and Personal Cash-Flow, Risk Management, Individual Pension Plans, Succession Planning, Estate Planning, Tax Minimization and Credit Proofing Solutions, Health & Welfare Trusts, Asset Allocation, Executive/Employee Benefit Plans and Financial Planning.

Click here to find out more about our article page


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