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

Succession, Tax, Estate, and Retirement Planning Expert

Helping the trusted advisor to preserve and distribute their client's wealth

Travels From:  California
City: San Diego


Exit Planning Consultant (Bio)

Peter is the author of three business text books for the professional trusted advisory audience on the topics of tax minimization, business succession, estate planning and executive benefits. The tittles of his books are: “The Essential Individual Pension Plan Handbook” “The T.A.S.K – The Trusted Advisor’s Survival Kit”, and A.S.K. –  Advisors Seeking Knowledge – A Comprehensive Guild to Succession and Estate Planning.

All of his books have been published by LexisNexis, a leading global authoritative provider of legal, accounting and risk management resources. His books are used in post-secondary programs for instruction in advanced financial, business succession and estate planning. These books are also found in educational libraries throughout the English-speaking world. His books have been referred to as “The Dr. Spock references for succession and estate planning experts, CPAs and the wealth and risk management communities.”

Peter is a professional financial writer, with over 600 published articles to his credit. His articles, writings and interviews have appeared in such magazines, newspapers and periodicals as The Wall Street Journal, Dow Jones, McLean’s, The Globe and Mail, The National Post, CPA Magazine, Lawyer’s Weekly, The Bottom Line, Profit Magazine, MoneySense Magazine, Moody’s Corporation and numerous publications for LexisNexis Inc., Thomson Reuters and CCH Ltd.

Peter is a full member of the Society of Trust and Estate Practitioners and holds the internationally recognized Trust and Estate Practitioner (TEP) designation. He is also a Certified Financial Planner (CFP). In addition, he has been awarded the prestigious Fellowship of the Canadian Securities Institute (FCSI), which is recognized as Canada’s highest honor in the financial services industry.

Peter is a regular business and financial television commentator on the CTV Network.  He has also appeared on the CBC’s The National, CBC’s News Network, The City News Channel, BNN, Sun News Network and CP24.

During the past two decades, Peter has presented over 700 seminars, workshops and classes. Peter is most proud of his role in education, where he has lectured and created curriculum at several post-secondary institutions that meet the criteria for inclusion in multiple designations.  These designations include the Certified Financial Planner, CPA, Certified Human Resources Professional and Certified Employee Benefits Specialist designations. He has also authored several financial industry courses. Most of all, Peter enjoys being an active mentor in the area of business exit planning.

Peter’s current project is his fourth and upcoming book called “The King of Main Street.” The theme of this book is business succession planning through mentoring of our next generation of societal leaders.


This decade $87 trillion of American privately held businesses and wealthiest households will undergo a fundamental change with serious implications.

Whether businesses are sold, liquidated, wound down, passed on to heirs, or re-characterized in some way, there must be a proper exit plan in place to insure financial security.

Owners of these companies and estates along with their trusted advisors will require leadership in taking these illiquid business and personal assets and transforming them into secure liquid assets.

The mandate of this presentation is to provide pertinent and relevant information to assist business owners, the estates of America’s most successful with their trusted professionals during this once in a life time transitional period.

Peter provides resources that reveal a proven step-by-step process of how to effectively preserve, protect and distribute this wealth transfer.

His presentations are designed to be a resource for the innovative and proactive professional seeking to guide clients to smoothly transition into the last third of their lives, making it the best and most productive time of their lives.

Peter’s presentations are of particular value for the business owner, the public accountant, the lawyer, the financial planner, the student, the business management consultant, the HR professional, the trust and estate practitioner, the investment advisor, the insurance agent and the investment banker.

In the next decade 43% of our workforce will approach retirement.

At the same time trillions will pass through the hands of business owners who control most of the wealth.

These people rely on their trusted advisors to preserve and distribute this wealth. Your success depends on your ability to achieve these goals.

The Trusted Advisor’s Survival Kit presentation gives you the wisdom of 46 experts from all areas of tax, estate, legal, and financial consulting — with over 1,000 years of collective experience. Discover creative, beneficial strategies known to only a select few accountants, financial professionals, and tax lawyers in North America.

Areas of expertise

  • Succession Planning
  • Estate Planning
  • Taxation
  • Retirement Planning
  • Financial Consulting
  • Cross Border Planning
  • Executive Benefits
  • Risk Management

Related Speaking Topics

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