Peter Merrick is one of Canada's most sought-after financial and employee benefit professional consultants and speakers. His pioneering insight and work in the areas of CRA sanctioned tax minimization structures and employee benefit plan construction have made him the first choice for CAs, CGAs, CMAs, Lawyers, Financial Advisors and organizations seeking a high profile expert, consultant, keynote speaker, or seminar leader whose message and skill set will transform corporations and individual lives, creating tangible results and restoring commitment and productivity in these uncertain times. Peter's extraordinarily seminars and consulting services are fully customized through a unique research process, rich in practical content that your people can use immediately.

Financial Consulting - Fees

The fees charged by Peter J. Merrick will usually be based on a number of factors. These factors include the amount of time spent, the novelty and difficulty of the issues involved, requisite skills and experience, amounts involved, and results obtained. This is the approach typically used by Peter J. Merrick in connection with consulting services provided on behalf of the many Canadian small businesses, accounting, financial advisory and law firms for whom we regularly provides advice.

Individual Pension Plan and Health & Welfare Trust Consulting

Due to large demand, Merrick Wealth Management Inc. provides educational seminars, workshops and one-on-one counselling for CAs, CMAs, CGAs, HR Managers, Unions/Employee Organizations, CFPs, Investment Advisors, Branch Managers and other interested industry related individuals who want to understand and implement Health & Welfare Trusts and IPP's directly for their clients.

Contact us at peter@merrickwealth.com or 416.854-1776 for more details.

Corporate and Financial Planning Consulting

At Merrick Wealth Management Inc., our clients recognize the benefits of providing executives and employees with sound financial advice, many employers sponsor our services for their employees. Our seminars and consulting services provide a wise return on investment for employers, in a changing economy and a graying workforce.

All our services to individual executives and employees are designed to lessen a company's exposure to liabilities that have taken place under the "New" Joint Forum of Financial Regulators of Canada’s Capital Accumulation Plans (CAP) Guidelines as of December 2005.

Our services include personal financial planning, retirement and outplacement counseling, pension plan conversions, early retirement and severance programs through one-on-one consulting, seminars, workshops, the internet, and tele-counseling.

Seminars

Merrick Wealth Management Inc. is one of Canada's leaders in developing professional education programs for the financial services, accounting and human resource industries. We offer unrivaled experience and instruction to ensure your employees are proficient in their jobs and acquire the skills to succeed in their careers. Let Merrick Wealth Management Inc. solve your organization's most pressing compliance, education and training gaps. Whether you are in human resources, training & development, corporate governance, compliance or senior management, we make it easier for you to meet your firm's objectives and obligations. We bring an independent, industry-wide perspective to companies in every sector of the economy. We serve the entire range of professional, corporate and individual education needs in financial services, including asset allocation, mutual funds, insurance, financial planning and employee benefit programs.

Downsizing & Early Retirement Seminar

Our seminar provide an integral part of staff reduction and early retirement programs for departing employees and the survivors! We address the issues of wellness and lifestyle changes in all retirement planning programs. Career Transition programs focus on wealth management and the personal opportunities presented by change. Surviving Severance programs are excellent for addressing cash management issues, assessing severance options, and applying income tax strategies.

Government-Sponsored Benefit Programs Seminar

This seminar is designed to provide an understanding of the types of government-sponsored health, welfare and retirement income benefits available in Canada, their basic objectives and the principles on which they operate. Subjects covered include Old Age Security, the Canada/Quebec Pension Plan, and Workers ‘Compensation, Employment Insurance, health care benefits available from the government, as well as other benefits administered by Human Resources Development Canada, provincial and other agencies.

Principles of Life, Health and Other Group Benefits Seminar

This seminar emphasizes the concepts and principles to be considered in the development, implementation and management of life, health and other group benefits provided by employers and unions. Among the topics covered are group insurance fundamentals, general design issues, mathematics of insurance, and the pricing process, underwriting and funding methods, administration, communication and ethics.

Pension Plans and Other Retirement Income Programs Seminar

The main focus of this seminar is on employer-sponsored retirement programs. Among the topics covered are the challenges facing individuals in preparing for retirement, the role and impact of employer-sponsored programs, the legislative environment in which they operate, the various types of programs available and the advantages and disadvantages of each, design considerations and issues relating to administration, communication, financial and investment management of plan assets for multi-employer plans and single employer plans.

Executive Compensation and Compensation Issues Seminar

This seminar addresses both strategic considerations and specific program elements across a range of financial rewards for executives. Some of the topics covered include the importance of linking compensation with business strategy; the various roles and responsibilities involved in designing and approving executive compensation programs; the accounting, tax and regulatory environment; strategies and issues in linking pay for performance; details on each of the specific compensation elements (base salary, short-term and long-term incentives, retirement arrangements, benefits and perquisites), strategic considerations around communications, and related issues on program administration. The focus of the course is on Canadian executive compensation, with useful U.S. references for dealing with executives who are working in the United States or for U.S. citizens working as executives in Canada.

Personal Financial Planning: Concepts and Principles Seminar

This seminar introduces the concepts and principles of personal financial planning for both the practitioner and the individual concerned with financial security. Basic finance math and the steps in the personal financial planning process are explored. Since financial planning involves decision making regarding insurance, investments, retirement planning and income tax planning, each of these specialty areas is addressed. In addition, the seminar highlights the ethical issues encountered and the professionalism required when planning for clients.

To request specific information about our consulting services and seminars please click here info@merrickwealth.com.

This Web site is intended for Canadian residents only and the information contained herein is subject to change without notice.