Yun Liang Xiao
Merrick Financial
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
(This member hasn't written a bio yet!)
Daisy brings over 14 years of deep wealth management and financial planning experience to her role as a Certified Financial Planner® (CFP) and Chartered Investment Manager® (CIM).
Having spent her career in traditional wealth spaces, she saw firsthand how corporate agendas are driven by product sales. That realization led her to Merrick Financial. As an advice-only planner, Daisy sells no investment or insurance products, accepts no referral fees, and collects zero commissions. Her recommendations are built entirely to serve your life.
She specializes in helping incorporated business owners, retirees, and individuals looking for a completely unbiased strategy. Daisy’s expertise lies in untangling tax and retirement crossroads—including real estate decisions, general investment advice and asset decumulation.
Known for her listening skills and sharp, knowledgeable approach, Daisy is dedicated to bringing total clarity and confidence to your financial path.
Having spent her career in traditional wealth spaces, she saw firsthand how corporate agendas are driven by product sales. That realization led her to Merrick Financial. As an advice-only planner, Daisy sells no investment or insurance products, accepts no referral fees, and collects zero commissions. Her recommendations are built entirely to serve your life.
She specializes in helping incorporated business owners, retirees, and individuals looking for a completely unbiased strategy. Daisy’s expertise lies in untangling tax and retirement crossroads—including real estate decisions, general investment advice and asset decumulation.
Known for her listening skills and sharp, knowledgeable approach, Daisy is dedicated to bringing total clarity and confidence to your financial path.
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.
No items found.
