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Troy R. Merrick, CA, CFP — Investment Advisor
I hold a Bachelor of Business Administration from the University of Prince Edward Island, my Chartered Accountant and Certified Financial Planner designations, and my insurance license†. I earned my CA designation in 1986 at Deloitte & Touche.
My diverse background includes positions as Manager of Real Estate Accounting for a major pension fund at a public company, VP Finance for a Toronto industrial real estate brokerage, and VP Acquisitions for a public tech firm.
I joined the investment industry in 1995 with CIBC Wood Gundy and moved to Midland Walwyn in 1997. I teamed up with Robert to form The Smith Group* in 1998. I am married with two children and enjoy golf and hockey.
† Insurance products and services are provided by Blackmont Insurance Services Ltd.
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