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.
Recently Published Articles
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Business sellers may be in for surprise
Peter J. Merrick, BA, FMA, CFP, TEP, FCSI March 25, 2013 -
Retirement can come in many guises
Peter J. Merrick, BA, FMA, CFP, TEP, FCSI February 26, 2013 -
Coffee shop is 21st century boardroom
Peter J. Merrick, BA, FMA, CFP, TEP, FCSI January 21, 2013
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Recent Blog Posts
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After the 2013 Federal Budget, Individual Pension Plans are looking good
Over the years I have come to the personal understanding of what I believe makes our species distinct on this planet,…
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The 10-8 Insurance Arrangement Eulogy
Within minutes of Finance Minister Jim Flaherty tabling his 2013 federal budget on March 21, I began to immediately receive e-mails and calls…
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After the 2013 Federal Budget, Individual Pension Plans are looking good
Recent Media
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Canadians Retiring Later
Peter speaks to CTV News about how the majority of Canadians plan to work past age 66. ...
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Saving for the Long Term
Peter speaks to CTV News about how to get the most out of your RRSP. ...
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Half of owners of small-, medium-sized business to retire in next decade
A wave of retirements among business owners over the next few years could pose a signifi ...
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Record-breaking $100M up for grabs in Lotto Max
Peter speaks to CTV News about the big Lotto Max jackpot. ...
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Advice if you win 50 Million
Peter speaks to CTV News about the big Lotto Max jackpot. ...
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Maximizing Your Tax Dollars
Peter discusses investing and the insurance industry on BNN's Money Talk. ...
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Win big? Here’s what you should do with the money
If you believe winning the lottery is all about wine and roses, you may want to rethink that happy d ...
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Lotto mystery : CTV News Channel: How to spend $640 million?
Peter Merrick says lottery winners have some sweet choices to make. ...
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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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Books
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Check out Peter Merrick's new book:
ASK – Advisors Seeking Knowledge -
Check out Peter Merrick's previous book:
T.A.S.K. – The Trusted Advisor’s Survival Kit -
Check out Peter Merrick's previous book:
The Essential Individual Pension Plan Handbook
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