3 Best Financial Services in Toronto, ON

My husband and I had a great experience working with Chris to explore the possibility of setting ourselves up for an early retirement in the future. From the initial call to the final wrap-up email, Chris did an excellent job of listening to understand our situation and needs, and providing highly personalized analysis and recommendations in the areas of investing, real estate, insurance and business ownership. The report we received will be our roadmap for years to come. While the upfront cost of a fee-only advisor can seem like a lot, it is priceless knowing the advice we received is unbiased and based on our best financial interest. We highly recommend working with Chris.

Chris is wonderful. After talking to us about our various retirement goals and plans, Chris did a deep dive into our finances, and then provided an excellent report outlining how (if) financially we could achieve those goals. For example, one of our main goals, is whether we can afford a down payment on a condo for our daughter in Toronto, without selling our house and moving somewhere less expensive. Thanks to Chris, we now have financial clarity on this subject (as well as other retirement objectives). One of the best things about Chris' approach, is that he does not sell financial products so you can rest assure that he is providing straight-up objective results. This in itself, sets him above so many others.

My wife and I had very positive experience working with Chris Merrick to develop a comprehensive financial plan. Chris did a great job learning about our situation and understanding our specific goals. Our reports from Chris gave us the insight needed to feel comfortable about a decision on a new management strategy for our assets. We both came out of the experience with a more realistic view of our retirement plans and our long-term savings goals. Would recommend Chris to any of our friends.

My wife and are approaching retirement but had no concrete idea if we could realistically retire within the next year or two while maintaining our current lifestyle. Marlene was terrific in assessing our situation and working through the numbers to give us the short and long term projections. She was also was very helpful with our tax planning as I am self-employed. I never realized how stressful planning for retirement could be but she certainly helped with that and I have a much better feel for what to expect and different ways to navigate going forward. On a personal level, my wife and I found her pleasant to work with and also flexible with her scheduling. Thanks Marlene.

I cannot recommend Marlene enough! She is incredibly intelligent, timely, thorough and provided extremely helpful advice and ideas with my family's financial planning. Marlene created detailed and comprehensible future plans for us, taking into account all kinds of different life possibilities or contingencies. After my experience with her, I have a solid plan, know precisely what to do going forward and can breath a sigh of relief knowing what to do now to enhance our financial security and long term goals. Marlene is wonderful, I commend her without any hesitation. you won't be disappointed.

An independent financial plan had been on my radar for a few years, and I approached Marlene to help me wade through what was a fairly trepidatious topic to me. Marlene was great. She was very personable, knowledgeable, and she exuded positive energy. After a few virtual conversations where I was completely set at ease, Marlene set me up with a comprehensive financial path that, while very detailed, is broken down nicely into actionable steps forward. It was a great experience and I highly recommend her.