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Articles by Publication
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The Bottom Line
Competitors Innovate to Woo Your Clients
By: Peter J. Merrick
The Bottom Line
Don't Sell For Tax Loss Just at Year End
By: Peter J. Merrick
The Bottom Line
Don't tiptoe around this "taboo" topic
By: Peter J. Merrick
The Bottom Line
Locking in mortgage an inflation hedge
By: Peter J. Merrick
The Bottom Line
Own your house sooner while paying less taxes
By: Peter J. Merrick
The Bottom Line
More options for parents of disabled
By: Peter J. Merrick and Ken Pope
The Bottom Line
When time is right for private equity?
By: Peter J. Merrick & James Sbrolla
The Bottom Line
Ex-employees leave money on table
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
More articles from The Bottom Line »
Many unprepared for for the coming changes
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
A dozen ways people stay poor
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Angels can rescue ideas from oblivion
By: James Sbrolla and Peter Merrick
The Bottom Line
Beware estate battles in family
By Peter J. Merrick and Charles Stanley
The Bottom Line
Creating a shield from business creditors
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Advantages of selling to employees
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Orchestrating Family Firm Transitions - Succession Planning
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
When individuality may not be best
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Click Here To Read The Book Review Of "The Essential Individual Pension Plan Handbook"
By The Bottom Line
Plan Well When Passing The Torch
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Making life less taxing for one's heir's
By: Peter J Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Plan for trouble before it occurs
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
How to effectively sell a business
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Comparing RRSPs to their American Cousin
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Trust can lessen burden of disability
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Keep clients from bolting offshore
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Think beyond traditional tax solutions
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Options beckon for baby boomers
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Know Big Questions To Understand Clients
By: Peter J. Merrick. BA, FMA, CFP, FCSI
The Bottom Line
Creative ways to use life insurance
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
A way to bolster workplace health care
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
A lasting way to protect the vulnerable
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Weather market storms with long-term plan
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
The Wealthy Have Money Problems Too
By Peter J. Merrick, BA, FMA, CFP, FCSI
and Charles Stanley, CFP, ChFC
The Bottom Line
Overview of Insurance Underwriting
By:Peter J. Merrick
The Bottom Line
Nobody actually plans to fail
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Insure Protection for Client and Yourself
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Without guidance, windfalls go awry
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Trusts can help when tragedy strikes
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Responsibility, even risk, in trustee role
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Despite rising cost there is a creative option for employee healthcare
By: Peter J. Merrik, BA, FMA, CFP, FCSI
& Stan Risen, CA
The Bottom Line
Making the best out of government disability help
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Many Financial Pros Better at Sales Advice
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Financial Planning: Myth Number #9
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Don't skate on thin ice
By: Mort Shapiro & Peter Merrick
The Bottom Line
A Trust Can Shield The Most Vulnerable People (Hensen Trusts)
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Risk Management: Key Person Insurance
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Public Speaking: Finding One's Own Voice!
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
How to Legally Write-off Learning Disability Expenses as Business Expenses
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Stock Options and The Independent Consultant
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Deferred Profit Sharing Plan (DPSP)
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Included a Financial Plan with a Seperation Agreement
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
There is no excuse for failing to take charge
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Often Overlooked Employee Profit Sharing Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Individual Pension Plans no longer a rare breed
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Often Overlooked Preparing for Business Retirement
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Are Defined Benefit Pension Plans Safe
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Due Diligence: Romance, love and the pursuit of happiness
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
IPP: Growing in popularity
An IPP is a sound business decision for all business owners and top executives
who have historically maximized their RRSP and have the income to support a
more aggressive tax deferral arrangement
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Capital pool concept is gaining market traction
By: James Sbrolla & Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Misconceptions can cause unnecessary hardships - Insurers go bust
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Responsible Investing
By: Peter J. Merrick, BA, FMA,CFP, FCSI
The Bottom Line
Risk Management: Long-Term Care Insurance
Owning long-term care insurance can take away the financial insecurity that may accompany old age
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Creditor protection is often over looked
Creditor protection strategies for small business owners
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Making a case for managed money
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Severance, Inheritance called the new windfall
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Self-Employment growth called an opportunity knocking
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Controlling Corporate Healthcare Costs
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Asset Allocation
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Financial Planning 101
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line
Want to be rich? Find out what everyone else is doing, and do the exact opposite!
Tax-saving ideas available to certain professionals
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
The Benefits of Individual Pension Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line
Back to top of page »
CA Magazine
Individual Pension Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
CA Magazine
Catch The IPP Wave
By: Peter J. Merrik, BA, FMA, CFP, FCSI
CA Magazine
Back to top of page »
Canadian HR Reporter Journal
Individual, perk-filled pension plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
Ending pension discrimination against your organization's MVPs
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
Another Option For Retirement Savings
Another option for retirement savings
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
CCRA could find that your independent consultants are actually your employees: how your company is not left with the tax bill
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
The ABC's of Severance Packages: Is Your Company Prepared?
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
Rising Healthcare Expenses Have Employees Grappling What to Do With Benefit Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
Financial planning should be core benefit
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal
Back to top of page »
Canadian Business Franchise Magazine
Successful Family Succession Planning
By: Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian Business Franchising Magazine
Risk Management: Disability Insurance
The most important point in the disability contract is the definition of disability
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian Business Franchise Magazine
Back to top of page »
The Canadian Funeral Director Magazine
The Trustee you can't trust
By: Peter J. Merrick, BA, FMA, CFP, FCSI
& Charles L.Stanley CFP, ChFC, AIF
The Canadian Funeral Director Managazine
Is there a process for selling your funeral service business?
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Canadian Funeral Director Managazine
Change, change, change...Will it ever end?
By: Peter J. Merrick, Charles Standley
The Canadian Funeral Director Magazine
What you need to know about Life Insurance - dispelling the public misconceptions!
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Canadian Funeral Director Magazine
Back to top of page »
Canadian Money Saver
Financial Planning for Business Owners
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian Money Saver
10 Credit - Proofing Business Strategies
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian MoneySaver
Individual Pension Plans: A Rich Man's RRSP
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver
Employee Profit Sharing Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver
Back to top of page »
Computer World Canada
Read This Article Before Becoming An Independent Consultant
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada
Stock Options Still A Viable Alternative
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada
Lawyers Weekly
Backlogs Cause Canada To Lose Thousands Of Business Class Immigrants: Part 1
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly
Backlogs Cause Canada To Lose Thousands Of Business Class Immigrants: Part 2
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly
Include a Financial Plan with Seperation Agreements
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly
Individual Financial Plan Should Be Core Benefit
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Lawyers Weekly
Retirement Compensation Arrangements Part 1
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Lawyers Weekly
Retirement Compensation Arrangements Part 2
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Lawyers Weekly
Back to top of page »
The Ontario Dental Magazine
Financial and Tax Tips for Dentists
Tax-saving ideas available to certain professionals
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine
Fees
Investing large sums of money or just dabbling in the TSX, it matters how one pays for financial advice
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine
Giving Your Employees Their Due
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine
Professional Referrals
21st Century Cost Containment for Rising Group Insurance Premiums
By: Peter J. Merrik, BA, FMA, CFP, FCSI
ProfessionalReferrals.ca
Employee Profit Sharing Plans Often Overlooked
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca
Raising Money Without Giving Up Ownership
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca
Back to top of page »
The Bay Street Times
Social Responsible Investing: 20% of the population are demanding it!
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times
Managing Your Money Well: The 12 Blunders Canadians Make With Their Money
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times
The Work Manifesto For The 21st Century: New Rules For The New Economy
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times
Miscelaneous Publications
T.A.S.K
Peter Merrick
Butterworths
Tax Loss Selling
By Evelyn Juan
Dow Jones Newswires
Making the budget work for you
By Evelyn Juan
Dow Jones Newswires
Fitting An RDSP Into a Fincl Plan
By Evelyn Juan
Dow Jones Newswires
2008 Sales Compensation and Benefits
Canadian Professional Sales Association
Life after RRSPs
By Jim Carr
SPA Canada Magazine
The Pension Problem - are defined benefit pension plans safe?
By: Peter J. Merrik, BA, FMA, CFP, FCSI
HR Professional
Individual Health & Welfare Trust
By Peter Merrick, BA, FMA, CFP, FCSI
MD Canada Magazine
Top 14 Financial & Tax Year-End Planning Ideas
Financial management for dental practices
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Dental Practice Management
Pension Liability: Capital Accumulation Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lexisnexis
More articles »
Back to top of page »
Social Responsible Investing
Creative Alternatives are Available - Use RESPs for a developmentally delayed child
By: Peter J. Merrik, BA, FMA, CFP, FCSI
10 Reason's to Incorporate Your Business
By: Peter J. Merrik, BA, FMA, CFP, FCSI
CICA National Tax Conference 2007
2008 Federal Budget
Keep your eggs in different baskets
By: Peter J. Merrick, BA, FMA, CFP, FCSI
Are Your Self-Employed Hygienists Really Your Employees
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Journal of the Canadian Dental Association
Protect Your Assets With An Offshore Trust
By: Peter J. Merrick & Andrew Rogerson
White Sands Magazine
PRENEED
By: Peter J. Merrick & Charles L. Stanley
American Funeral Director Magazine
When Clients Age
By: ROMANA KING / Associate Editor
Advisor's Edge Report
Click Here To Read The Book Review Of "The Essential Individual Pension Plan Handbook"
By The Canadian Tax Foundation's Canadian Tax Journal
EXECUTIVE RETIREMENT (Individual Pension Plans)
By:Peter J. Merrick, BA, FMA, CFP, FCSI
PRIVATE WEALTH CANADA
The Proposed Registered Disability Savings Plan (RDSP)
By Peter J. Merrick, BA, FMA, CFP, FCSI
and Ken Pope, LL.B, TEP
Exceptional Family
IPPs Becoming Retirement Plan Of Choice!
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Benefits And Pensions Monitor
ABCs of Individual Pension Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Financial Planner, CCH Canada Limited
Risk Management: Life Insurance
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Dental Practice Management
Risk Management: Critical Illness Insurance
By: Peter J. Merrik, BA, FMA, CFP, FCSI
AORTA
PRENEED
By: Peter J. Merrick & Charles L. Stanley
American Funeral Director Magazine
Group Benefits and Pensions
By: Peter Merrick & Andrew Duckman
Pension and Benefit Monitor
The Canadian Securities Institute's announcement of Its IPP course
CSI Currency
Saving for the future, one step at a time
People can be retired for up to a third of their lifetime so an RRSP plan is more important than ever
By Naomi Carniol
The Star
Join against pension ruling, victims urged
Court decision could be devastating for retirees setting up a business
By James Daw
The Star
Budget 2008: Capital investment will garner writedowns
By Romana King and Philip Porado
Advisor.ca
Budget 2009: Modest tax-planning opportunities for retirees
By Mark Noble
Advisor.ca
Problems abound with personal lending
By Mark Noble
Advisor.ca
Will new tax free savings accounts rival RRSPs?
By Parminder Parmar
CTVNews
Staying home with the kids can prove costly at tax time. Who's to blame?
By Katherine Macklem
Macleans
Recruiters dispel myths about how headhunting industry works
By Krysty Pryma
It World Canada
The Individual Pension Plan is a godsend for business owners.
By Rick Spence
Canadianbusiness.com
IPPs may be pension solution for some clients.
By Donalee Moulton
Investment Executive
Plan sponsor held liable for miscommunication
By Donalee Moulton
Investment Executive
Back to top of page »
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