The MerrickWealth.com Team is one of Canada’s and the United States’ most sought after business exit planning consultant firms, authors and speakers. The professionals at MerrickWealth.com bring pioneering insight and work in the areas of tax acts and tax codes, Canada/US Tax Treaty cross border planning, business succession, philanthropic planning and executive benefit plan construction.This has made it the first choice for CAs, CPAs, CGAs, CMAs, Lawyers, Financial Advisors, business owners, the high net worth and organizations seeking high profile experts, consultants, keynote speakers, and seminar leaders whose message and skill set create tangible results. Our consulting and seminars services are fully customized through a unique research process, rich in practical content that can be immediately used and benefited from.
Recent Blog Posts
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Are your clients also your mentors?
20 years ago I graduated from university to enter my career, having no idea of what life had in store …
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Begin Your Goal With The End In Mind: 6 Steps For Trusted Advisors To Successfully Achieve Goals
Recently I was researching the histories behind the creations of the RRSP and 401k for a presentation I was preparing …
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Are your clients also your mentors?
Recent Media
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Webinar: Going From Business Life to the Rest of Your Life
Join us for this FREE webinar to hear how thousands of business owners have learned to protect the r ...
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Focus Owner-Manager Compensation
Owner-managers who carry on business through corporations constantly face the dilemma of deciding wh ...
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Tax Tips for Businesses
Host and PROFIT editor Ian Portsmouth speaks to Peter Merrick, a tax and retirement expert and presi ...
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Canada’s Housing Market
CTV News Channel Sunday, July 17, 2011: Peter Merrick says that Canada's debt is high, but is not i ...
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Key Person Insurance An Overlooked Opportunity
Entrepreneurs are the lifeblood of the economy, creating businesses, jobs and economic activity from ...
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Pension Woes: Canada has proposed a two-tier system
CTV's Power Play : June 15 : Peter Merrick and Jim Stanford speak about Canadian pension problems. P ...
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Strikes highlight Canada’s pension problems
Peter Merrick, author of "The Essential Individual Pension Plan Handbook," says that with Canadians ...
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Peter Merrick CP24 Bob’s Gathering
The late Bob Hunter, founder of Green Peace, author and news commentator interviews Peter Merrick on ...
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CTV News Channel: Is There a Housing Bubble in Canada
Watch Peter Merrick interviewed by Brad Giffen ...
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CTV News Channel: RRSP Season
Peter Merrick discusses RRSP season and long-term strategies that Canadians can use. ...
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Books
Check out Peter Merrick's new book:
"T.A.S.K. - The Trusted Advisor's
Survival Kit" Also, check out Peter Merrick's first book "The Essential Individual Pension Plan Handbook"

