I have spent my 20+ yrs. career combining my passion for business ownership with a deep specialization in personal and corporate financial management. As a Certified Financial Planner® (CFP) and member of Advice Only Planners, I bring a wealth of experience in financial planning, retirement planning, corporate planning, real estate, tax strategies, and investment analysis. 

Clients who come to us are typically high earning professionals, retirees and business owners. Whether it’s lowering fees, managing debt, or creating tailored plans for short- and long-term financial goals, I prioritize transparent advice and steer clear of traditional referral fees or commissions, ensuring my counsel remains impartial and solely in the best interests of my clients. Feedback from past clients often highlights my approachable, easy-to-work-with nature and my dedication to putting their interests first.

My insights aren't just professional—they're personal too, shaped by hands-on experience with DIY investing, building businesses, real estate ventures, planning for my children’s education and for my own retirement. 

Links:

• LinkedIn

• The Globe & Mail: Changing careers later in life requires careful financial planning

• The Globe & Mail: How to help edgy clients prepare for a job

• Merrick Financial Inc. was ranked as # 1 in the Financial Planners category by The ThreeBest Rated

• Merrick Financial Inc. is the winner of The 2025 Quality Business Awards