Peter J. Merrick, BA, FMA, CFP, FCSI is the President of Merrick Wealth Management Inc. Since the early 1990's, Peter has had an active career in the financial planning, investment, risk management, estate planning and executive benefit and pension fields. He has been retained for his executive benefit and financial planning 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). It is recognized as Canada's highest honor in the financial services industry. Peter has appeared as a regularly television guest on both ROBTV and CP24 in Toronto.

Over the past decade, Peter has presented over 400 seminars and workshops to such organizations such as the Canadian Institute of Chartered Accountants (CICA), the Human Resources Association of Ontario (HRPAO) and the Financial Planners Standards Council of Canada (FPSCC). He enjoys talking on the subjects of "Advanced Tax and Estate Planning", “Lifestyle Supported Through Financial Planning”, "Social Responsible Investing" and “Corporate Benefit Compliance and Plan Construction”. As well, he is a professional public speaker who has achieved the Distinguished Toastmaster's (DTM) designation, the highest level from Toastmasters International in the areas of public speaking and leadership. Peter is a professional financial writer with 127 published articles to his credit. His articles have appeared in such magazines as McLeans, Lexis Nexis Canada, CA Magazine, CCH Canadian Limited, Ontario Dental Magazine, Benefit and Pension Monitor, Canadian MoneySaver, Infocus, The Canadian Funeral Director Magazine, Dental Practice Management, Oral Health, Lawyers Weekly, The Bottom Line, MD Canada, The Bay Street Times, Canadian Business Franchise, HR Professional, Computer World, IT Ontario, Silicon Valley North, Forum, The Canadian Dental Association and Canadian HR Reporter.

He is currently writing his first book entitled "Individual Pension Plans - A RRSP Upgrade" due to be published in the spring of 2006. One of Peter's greatest joys is giving back to the financial planning and employee benefit consulting community by being a professor and lecturer of financial planning and employee group benefits at Seneca College of Applied Arts & Technology and George Brown College in Toronto.

Telephone: (416) 854-1776 E-mail peter@merrickwealth.com