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SUCCESS LIBRARY

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President
MerrickWealth.com


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Articles by date

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

T.A.S.K
Peter Merrick
Butterworths

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

Tax Loss Selling
By Evelyn Juan
Dow Jones Newswires

Many unprepared for for the coming changes
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

2008 Sales Compensation and Benefits
Canadian Professional Sales Association

Life after RRSPs
By Jim Carr
SPA Canada Magazine

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

Own your house sooner while paying less taxes
By: Peter J. Merrick
The Bottom Line

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

More options for parents of disabled
By: Peter J. Merrick and Ken Pope
The Bottom Line

Protect Your Assets With An Offshore Trust
By: Peter J. Merrick & Andrew Rogerson
White Sands Magazine

When time is right for private equity?
By: Peter J. Merrick & James Sbrolla
The Bottom Line

IPPs may be pension solution for some clients.
By Donalee Moulton
Investment Executive

Plan sponsor held liable for miscommunication
By Donalee Moulton
Investment Executive

Ex-employees leave money on table
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

Individual, perk-filled pension plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter

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

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Keep your eggs in different baskets
By: Peter J. Merrick, BA, FMA, CFP, FCSI

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

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 Canadian Tax Foundation's Canadian Tax Journal

Click Here To Read The Book Review Of "The Essential Individual Pension Plan Handbook"
By The Bottom Line

When Clients Age
By: ROMANA KING / Associate Editor
Advisor's Edge Report

Plan Well When Passing The Torch
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

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Making life less taxing for one's heir's
By: Peter J Merrick, BA, FMA, CFP, FCSI
The Bottom Line

PRENEED
By: Peter J. Merrick & Charles L. Stanley
American Funeral Director Magazine

Plan for trouble before it occurs
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

EXECUTIVE RETIREMENT (Individual Pension Plans)
By:Peter J. Merrick, BA, FMA, CFP, FCSI
PRIVATE WEALTH CANADA

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

2008 Federal Budget

Trust can lessen burden of disability
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

CICA National Tax Conference 2007

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Keep clients from bolting offshore
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

Successful Family Succession Planning
By: Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian Business Franchising Magazine

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

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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

The Proposed Registered Disability Savings Plan (RDSP)
By Peter J. Merrick, BA, FMA, CFP, FCSI
and Ken Pope, LL.B, TEP
Exceptional Family

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

10 Reason's to Incorporate Your Business
By: Peter J. Merrik, BA, FMA, CFP, FCSI

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Trusts can help when tragedy strikes
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

Financial planning should be core benefit
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian HR Reporter

Giving Your Employees Their Due
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Ontario Dental Magazine

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

Creative Alternatives are Available - Use RESPs for a developmentally delayed child
By: Peter J. Merrik, BA, FMA, CFP, FCSI

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

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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

Employee Profit Sharing Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver

Stock Options and The Independent Consultant
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

Raising Money Without Giving Up Ownership
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca

The Benefits of Individual Pension Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

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The Canadian Securities Institute's announcement of Its IPP course
CSI Currency

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

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

Group Benefits and Pensions
By: Peter Merrick & Andrew Duckman
Pension and Benefit Monitor

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

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Catch The IPP Wave
By: Peter J. Merrik, BA, FMA, CFP, FCSI
CA Magazine

Individual Pension Plans no longer a rare breed
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

Employee Profit Sharing Plans Often Overlooked
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca

Often Overlooked Preparing for Business Retirement
By: Peter J. Merrik, 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

10 Credit - Proofing Business Strategies
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian MoneySaver

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

IPPs Becoming Retirement Plan Of Choice!
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Benefits And Pensions Monitor

Misconceptions can cause unnecessary hardships - Insurers go bust
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

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Individual Pension Plans: A Rich Man's RRSP
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver

Responsible Investing
By: Peter J. Merrick, BA, FMA,CFP, FCSI The Bottom Line

21st Century Cost Containment for Rising Group Insurance Premiums
By: Peter J. Merrik, BA, FMA, CFP, FCSI
ProfessionalReferrals.ca

Financial Planning for Business Owners
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian Money Saver

ABCs of Individual Pension Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Financial Planner, CCH Canada Limited

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

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

Creditor protection is often over looked
Creditor protection strategies for small business owners
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

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Making a case for managed money
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

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

Financial and Tax Tips for Dentists
Tax-saving ideas available to certain professionals
By: Peter J. Merrik, BA, FMA, CFP, FCSI
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

Severance, Inheritance called the new windfall
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

The Pension Problem - are defined benefit pension plans safe?
By: Peter J. Merrik, BA, FMA, CFP, FCSI
HR Professional

Are Your Self-Employed Hygienists Really Your Employees
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Journal of the Canadian Dental Association

Self-Employment growth called an opportunity knocking
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

Individual Health & Welfare Trust
By Peter Merrick, BA, FMA, CFP, FCSI
MD Canada Magazine

Controlling Corporate Healthcare Costs
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

Rising Healthcare Expenses Have Employees Grappling What to Do With Benefit Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter National Journal

Individual Pension Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
CA Magazine

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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

Asset Allocation
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Bottom Line

Individual Financial Plan Should Be Core Benefit
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Lawyers Weekly

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

Top 14 Financial & Tax Year-End Planning Ideas
Financial management for dental practices
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Dental Practice Management

Managing Your Money Well: The 12 Blunders Canadians Make With Their Money
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times

Include a Financial Plan with Seperation Agreements
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly

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

Ending pension discrimination against your organization's MVPs
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Read This Article Before Becoming An Independent Consultant
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada

Social Responsible Investing

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Stock Options Still A Viable Alternative
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada

Social Responsible Investing: 20% of the population are demanding it!
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times

The ABC's of Severance Packages: Is Your Company Prepared?
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Are Defined Benefit Pension Plans Safe
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

Pension Liability: Capital Accumulation Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lexisnexis

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

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

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

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