Peter J. Merrick, BA, FMA, CFP, FCSI is the President of Merrick Wealth Management Inc. Since the early 1990's, Peter has had an active career in the financial planning, investment, risk management, estate planning and executive benefit and pension fields. He has been retained for his executive benefit and financial planning expertise by some of Canada's largest financial institutions, accounting and legal firms to provide executive benefit consulting, succession and estate planning solutions to owner/managed businesses.
Peter is a Certified Financial Planner (CFP) registered with the Financial Planners Standards Council of Canada as well as a Financial Management Advisor (FMA). In the year 2000, Peter was awarded the prestigious Fellowship of the Canadian Securities Institute (FCSI). It is recognized as Canada's highest honor in the financial services industry.
Peter has appeared as a regular television guest on CBC NewsWorld, BNN and CP24 in Toronto. Over the past decade, Peter has presented over 500 seminars and workshops to such organizations as the Canadian Institute of Chartered Accountants (CICA), the Canadian Securities Institute (CSI), the Human Resources Association of Ontario (HRPAO) and the Financial Planners Standards Council of Canada (FPSCC). He enjoys talking on the subjects of "Tax and Estate Planning", “Lifestyle Supported Through Financial Planning”, "Social Responsible Investing" and “Corporate Benefit Compliance and Plan Construction”. As well, he is a professional public speaker who has achieved the Distinguished Toastmaster's (DTM) designation, the highest level from Toastmasters International in the areas of public speaking and leadership.
Peter is a professional financial writer with 216 published articles to his credit. His articles have appeared in such magazines as McLeans, Lexisnexis Canada, CA Magazine, CCH Canadian Limited, Ontario Dental Magazine, Benefit and Pension Monitor, Canadian Auto Dealer, Canadian MoneySaver, Infocus, The Canadian Funeral Director Magazine, Dental Practice Management, Oral Health, Lawyers Weekly, The Bottom Line, MD Canada, The Bay Street Times, Canadian Business Franchise, HR Professional, Computer World, IT Ontario, Silicon Valley North, Forum, The Canadian Dental Association and Canadian HR Reporter. He has finished writing his first book entitled "The Essential Individual Pension Plan Handbook". Peter is also the author of the Canadian Securities Institute’s best selling Individual Pension Plan Course.
One of Peter's greatest joys is giving back to the financial planning and employee benefit consulting community. He has been a professor of financial planning and employee group benefits in six university and college programs in Toronto, Canada. The programs Peter has taught in lead towards the Certified Financial Planner (CFP), Certified General Accountant (CGA), Certified Employment Benefit Specialist (CEBS) and Certified Human Resource Professional (CHRP) designations.
Click here to find out more about "The Essential Individual Pension Plan Handbook" Click here to find out more about the Canadian Securities Institute’s New Individual Pension Plan CourseTelephone: (416) 854-1776
E-mail
peter@merrickwealth.com 
