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Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI

Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI is the President of Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education is unparalleled in depth and experience. He is considered one of the leading experts in North America in business succession planning, risk management, estate and trusts, cross border planning, and executive benefits and pensions.

Peter is sought out for keynote speaking and for his expertise in project management for business succession, legal expert witness testimonials and tax minimization planning solutions by some of North America’s largest public and privately held businesses, property owners, financial institutions, accounting and legal firms.

Peter is the author of three business text books on tax minimization, business succession and estate planning and executive benefits: “The Essential Individual Pension Plan Handbook” (LexiNexis, 2007) and “The T.A.S.K – The Trusted Advisor’s Survival Kit” (LexisNexis, 2009). His latest book is called A.S.K. - Advisors Seeking Knowledge – A Comprehensive Guild to Succession and Estate Planning (LexisNexis, 2013). His books are used in post-secondary programs across North America and are found in educational libraries throughout the English speaking world. These books have been referred to as “The Dr Spock references for succession planning experts, public accountants and wealth management communities.”