THEICESOLUTION.com

Experts in Income and Capital Enhancement

'Escaping Trumpland might be costly'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2017

'More to philanthropy than writing a cheque'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2016

'The financial gamble of cohabitation'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2016

'Limiting estate tax exposure in U.S.'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2016

'No easy way out' when accused of fraud

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2016

Wrong strategy, big headache

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2016

Your expertise a valuable asset to your clients

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2016

Changes could prove taxing to businesses

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2016

CRA to come down hard after Panama Papers leak

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2016

Proposed rules mean now is good time to sell

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2016

Estate planners singing federal budget blues

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2016

What to do with the world's wealth?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2016

Life insurance loopholes closing fast

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2016

Options available to mitigate tax changes

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2016

Best advice comes from ethical advisors

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2016

Show your value, be paid accordingly

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2016

What successful clients want from advisors

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2016

New rules for intercorporate dividends

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2015

Sales are all about people

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2015

Planning would have saved fight

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2015

Testamentary trust changes require close attention

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2015

Changes to life insurance rules coming

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2015

Estate planning in the digital age

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2015

The case for executor liability insurance

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2015

The 'harsh reality' of spousal support

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2015

Creating, maintaining productive teams

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2015

Much to gain with this designation

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2015

Cross-border living a taxing issue

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2015

The ins and outs of large policy insurance

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2015

Exit planning requires team effort

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2015

The value of acquiring debt

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2015

The long reach of U.S. estate taxes

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2015

Trying, and trying again, key to sale

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2015

Dangers of renouncing U.S. citizenship

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2014

Going the extra mile when others won't

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2014

Make leases part of governance process

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2014

A complex formula for U.S. residency

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2014

The U.S. estate tax trap

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2014

Personal pension plan can be superior tool

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2014

Reviving the patron-protege tradition

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2014

Don't wait on transition planning

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2014

Lessons from a cross-border tax expert

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2014

Dangers of being your client's executor

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2014

Informant program a detailed exercise

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2014

Executor liability as massive wealth transfer nears

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2014

Trustee appointment requires careful thought

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2014

A primer on segregated funds

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2014

Get estate planning right the first time

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2014

Permanent life insurance best bang for buck

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2014

Tax relief for parents of special-needs children

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2013

Feds to give closer scrutiny to valuations

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2013

Investment in people can bring big returns

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2013

A finite view restricts opportunity

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2013

The tricky business of pre-mortem valuation

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2013

Spousal support and 'the number'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2013

Retirement boom from adviser's perspective

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2013

Book Review

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2013

Sale lease-back an option for owners

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2013

How offshore insurance can be a Pandora's Box

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2013

In wake of budget, a case for IPPs

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2013

How the budget kills the 10-8 arrangement

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2013

Business sellers may be in for surprise

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2013

Retirement can come in many guises

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2013

Coffee shop is 21st century boardroom

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2013

Prudent planning and philanthropy

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2013

How advisors can sell the solution

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2012

Time to exorcise spiritual vampires

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2012

The smart way to be charitable

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2012

The benefits of premium financing

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2012

Standing on the shoulders of giants

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2012

Share grant doesn't mean shared vision

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2012

Life insurance: Get it while it's hot

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2012

Variable annuities all the rage in U.S.

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2012

Good valuation can be tax shield

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2012

Privacy threatened when marriage rocky

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2012

Stay of execution on IPPs, at least for now

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2012

Move frees up capital for other uses

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2012

Insurance policy can tap business wealth

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2012

Pension plan strategy takes a hit

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2012

Biz software changes are time savers

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2011

Think of others and plan your funeral

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2011

Crisis helped to weed out the cheaters

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2011

Focus on person rather than money

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2011

Many think more about cars than their future

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2011

The average investor's predicament

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2011

Uncovering little-known Trillium plan

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2011

Rethinking corporate benefit plans

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2011

Insured annuity attractive to older clients

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2011

A page out of the alchemist's book

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2011

Health trust both cost and tax effective

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2011

The daunting move to being a generalist

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2011

Cultivating a group mind, in the best sense

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2011

Affluent demand comprehensive approach

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2011

Building bridges beats burning them

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2011

Working to discover those hidden assets

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2011

Never expect to get without first giving

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2010

Make business divorce less painful

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2010

Head conflict off by talking things over

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2010

Beginning by having the end in mind

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2010

Advice for some advisors: get out now

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2010

Profit sharing plan avoids double payment

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2010

Avoiding the shoemaker's trap

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2010

Making the best of a bad situation

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2010

How to make money work harder, longer

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2010

Offer new ideas or someone else will

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2010

Client preparation is key to audit

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2010

Working with a foot in both camps

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2010

Strategy could have helped widow

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2010

Author sees hefty book as reference tool

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2010

Turning a windfall into lasting wealth

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2010

Earning trust opens many doors

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2010

When wealth transfers, will you be there?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2009

Determining best insurance coverage

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2009

Wise person plans for all possibilities

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2009

Making sense of an absurd arrangement

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2009

Managing the latest generation gap

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2009

Focus work on clients with most potential

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2009

Preparing clients for life after loss

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2009

People value what they pay for more

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2009

Competitors innovate to woo your clients

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2009

Don't sell for tax loss just at year end

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2009

Don't tiptoe around this 'taboo' topic

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2009

Locking in mortgage an inflation hedge

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2009

Many unprepared for coming changes

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2009

Own house sooner while paying less tax

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2009

More options for parents of disabled

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2009

Ex-employees leave money on table

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2008

Dreams are just that without a plan

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2008

Angels can rescue ideas from oblivion

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2008

Beware estate battles in family

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2009

Keep your eggs in different baskets

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2008

Creating a shield from business creditors

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2008

Advantages of selling to employees

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2008

Orchestrating family firm transitions

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2008

When individuality may not be best

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2008

Plan well when passing the torch

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2008

Making life less taxing for one's heirs

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2008

Plan for trouble before it occurs

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2008

How to effectively sell a business

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2008

Comparing RRSP with its American cousin

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2008

Trust can lessen burden of disability

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2008

When time is right for private equity

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2008

Weather market storms with long-term plan

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2007

Keep clients from bolting offshore

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2007

Think beyond traditional tax solutions

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2007

Options beckon for baby boomers

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2007

Know big questions to understand clients

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2007

Creative ways to use life insurance

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2007

A way to bolster workplace health care

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2007

Many financial pros better at sales than advice

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2007

A lasting way to protect the vulnerable

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2007

Book Review

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2007

The wealthy have money problems too

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2007

Insure protection of your client, yourself

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid May 2007

Overview of insurance underwriting

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2007

Top 10 reasons to incorporate business

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2007

Trusts can help when tragedy strikes

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2007

Responsibility, even risk, in trustee role

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2007

There is a creative option for employee health care

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2006

Make the most out of government disability help

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2006

Use RESPs for a developmentally delayed child

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2006

A portfolio divided against itself cannot stand

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2006

Don't skate on thin ice with your clients

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2006

Knowing yourself leads to improved performance

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2006

Lock in stability with key person coverage

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2006

Getting over the dread of public speaking

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2006

How to write off learning disability expenses

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2006

Stock options and the independent consultant

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - June 2006

Include financial plan in separation agreement

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2006

Often overlooked, employee profit plans give more control

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - April 2006

Individual pension plans no longer a rare breed

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2006

There is no excuse for failing to take charge

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - February 2006

Preparing for business retirement

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2006

Romance, love and the pursuit of happiness

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2005

Growing in popularity

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2005

Capital pool concept is gaining market traction

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - November 2005

Creditor protection planning is often overlooked

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid October 2005

Making the case for managed money

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - October 2005

Nobody actually plans to fail

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2005

Enterprising investors fight the good fight

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2005

Responsible investing called lucrative and safe

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - August 2005

Severance, inheritance called the new windfalls

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2005

Research can be set aside as irrelevant

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - May 2005

It's time to ride out the market storm

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - March 2005

Re-balancing act part of post-holiday tradition

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - January 2005

No need to save; 'I intend to die young'

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - December 2004

What will you need?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid November 2004

Rising healthcare costs called a national corporate dilemma

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - July 2004

UNDER-FUNDING THREATENS DEFINED PENSION PLANS

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - Mid September 2003

Financial Planning for business owners

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI - September 2003

Book Review

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Are your clients also your mentors?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Money 101

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Cash for life

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

No Excuse For Failing To Take Charge

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Deciding on a professional to turn to for advice

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Money 101

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Making your advisors truly valuable to you

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

GETTING PERSONAL CANADA: Making The Budget Work For You

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

GETTING PERSONAL CANADA : Fitting An RDSP Into Financial Plan

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Help your clients avoid the family fight over their wills!

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Generation Xers' Perspective on Work In The 21st Century

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Clients locking their Mortgage Rates could be their best inflation hedge

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Protect Your Assets With An Offshore Trust

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

An Advisor's summary

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Striving to become successfully retired

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Understanding the insurance claim process

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

The Shared History of McDonald's and the Katz Family

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Is there a process for selling your funeral service company?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Change, Change, Change, Will it Ever End?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Individual, perk-filled pension plans

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Tailor-Made Benefits Plans For Top Executives

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Helping families do more with their money

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

CICA National Conference on Income Taxes 2007

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Canadian Tax Journal

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Financial planning should be a core benefit

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Sales Compensation and Benefits Report 2007/2008

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Giving Employees Their Due

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

GET A JUMP START ON THE NEW CONTINUING EDUCATION CYCLE

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

21st Century Cost Containment For Rising Group Insurance Premiums

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

What you need to know about life insurance - dispelling the public misconceptions!

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Employee Profit Sharing Plans

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

10 Creditor-Proofing Business Strategies

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Are Self-Employed Dental Hygienists Actually Your Employees? How to ensure your dental practice is not left with the tax bill.

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Risk Management: Critical Illness Insurance

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

IPPs Becoming Retirement Plan Of Choice!

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Budget 2005: Tax and Retirement Highlights

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Catching the IPP wave

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Individual Pension Plan: A Rich Man's RRSP

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Financial Planning for Business Owners

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Paying for Financial Advice

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Financial and Tax Tips for Dentists

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

The Pension Problem. Are defined benefit pension plans safe?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

One buys life insurance because they either love someone or they owe someone.

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Pension Liability: Capital Accumulation Plans

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

CCRA's Best-Kept Secret

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Financial & Tax Year-End Planning Ideas

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Socially Responsible Investing

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Making your money well

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Upgrade yourself

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

How Much Do You Know About Disability Insurance?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

THE WORK MANIFESTO FOR THE 21ST CENTURY: NEW CAREER BUILDING RULES FOR THE NEW ECONOMY

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Retirement Compensation Arrangements

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

New CCRA social housing policy is more flexible

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Individual financial plan should be the core benefit

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Backlog Hurting Canada

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Backlogs cause Canada to lose thousands of business immigrants

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Another option for retirement savings

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

CCRA could find your consultants are actually your employees

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Assistance in transition

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Balancing needs, costs

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Ending pension discrimination against your organization's MVPs

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

What most people describe as a "bear market" is really a "big sale"

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Managing Your Finances

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

When Clients Age, Advisors need To Keep Documents In Order

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Book Review

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

SOCIALLY RESPONSIBLE INVESTING: A NEW TREND IN PENSION INVESTING

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

A better way to administer employee bonuses?

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Containing the costs of group insurance premiums

By: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI