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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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