Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI
_______________________________________________________
Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI has had an active career in the financial planning, investment, risk management, estate, and business succession planning, cross border planning and executive benefit and pension fields. He has been retained for his expertise by some of North America'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) and was awarded the prestigious Fellowship of the Canadian Securities Institute (FCSI), which is recognized as Canada's highest honour in the financial services industry. In 2008 for his continued contribution in the field of trust and estate planning in Canada, Peter was invited as a full member into the Society of Trust and Estate Practitioners and awarded the TEP designation.
Peter has appeared as a regular television guest and has been seen on CBC's The National, CBC's NewsWorld, BNN and CP24 in Canada. During the past two decades, Peter has presented over 700 classes, seminars and workshops to such organizations as the Canadian Institute of Chartered Accountants (CICA), the Human Resources Professionals Association of Ontario (HRPAO), The Canadian Securities Institute's and the Financial Planners Standards Council of Canada (FPSC). As well, Peter has taught at several post-secondary institutions in programs that lead to the Certified Financial Planning, Certified General Accountant, Certified Human Resources Professional and Certified Employee Benefits Specialist designations.
Peter is a professional financial writer, with over 306 published articles to his credit. His articles have appeared in such magazines and periodicals as McLeans, CA Magazine, The Bottom Line, and numerous publications for LexisNexis Canada Inc., Thomson Reuters and CCH Canadian Ltd.
Peter is the author of The Canadian Securities Institute's course on Individual Pension Plans and Lexisnexis Canada's The Essential Individual Pension Plan Handbook. "The T.A.S.K - The Trusted Advisor's Survival Kit" is his second book published by Lexisnexis Canada.