Peter Merrick

Current

Owner at MerrickWealth.com

Education

York University

Connections

174 connections

Industry

Financial Services

Websites

My Company

Peter Merrick’s Summary

Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI is the President of MerrickWealth.com. Since the early 1990s, Peter has had an active career in the financial planning, investment, risk management, estate, and business succession planning, cross boarder planning and executive benefit and pension fields. He has been retained for his 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), which is recognized as Canada’s highest honour in the financial services industry. In 2008 for his continued contribution in the field of trust and estate planning in Canada, Peter was invited as a full member into the Society of Trust and Estate Practitioners and awarded the TEP designation.

Peter has appeared as a regular television guest and has been seen on CBC’s The National, CBC’s NewsWorld, BNN and CP24 in Canada. As well, Peter has taught at several post-secondary institutions in programs that lead to the Certified Financial Planning, Certified General Accountant, Certified Human Re-sources Professional and Certified Employee Benefits Specialist designations.

Peter is a professional financial writer, with over 306 published articles to his credit. He is the author of the Canadian Securities Institute’s course on Individual Pension Plans and Lexisnexis Canada’s The Essential Individual Pension Plan Handbook. “The TASK – The Trusted Advisor’s Survival Kit” is his second published book by Lexisnexis Canada.