T: (604) 816-2534
Jarrod Merkel is a Certified Financial Planner® who has been working in the financial services industry since 1996. With over 20 years of experience, Jarrod has attended and ran education events including the annual Independent Financial Brokers’ summit, insurance company events and has trained many financial advisors. Jarrod’s experience is unique, his experience spans across the financial services industry, from working with the insurance companies to managing general agencies and teaching financial advisors, he is able to come up with effective solutions that help clients achieve their financial goals.
Outside the office, Jarrod involves himself heavily in his community. He has worked with the Boys and Girls Club of Delta for eleven years and served as a board member for the Advocis Charity Golf Tournament for four years. His pastimes include car racing, poker, photography, and spending time with his two beautiful daughters, Kaitlynn (age 2) and Kennedy (age 4).
Barb is an entrepreneur who loves to help business owners find practical financial and tax-based solutions. Barb builds long-term personal and professional relationships with her clients while providing strategic advice on the most appropriate course to secure a comfortable financial future for their businesses and their families.
Barb understands your perspective because she has been there… With over 20 years’ experience in owning and running her own successful businesses, Barb can recognize and support many of the concerns faced by small and medium-size business owners.
Barb has always had an entrepreneur spirit. Her entrepreneurial journey started in Tokyo Japan, where Barb founded and managed a publishing company, with 10 magazines, 35 full-time staff, 50 freelancers and $10M in annual sales. After returning to Vancouver, Barb founded and ran a tax planning company, specializing in tax credit refunds. Barb then switched career tracks and started a skin care and supplement company retailed through pharmacies and online, gaining practical experience in setting up manufacturing, sales, marketing and distribution, and eventually sold the company after 11 years.
In the financial industry, Barb has worked as a Financial Advisor, Sales Manager, Director of Business Development for both medium and large financial services corporations. In partnership with Jarrod Merkel, Barb is committed to using both advanced insurance and wealth solutions to help entrepreneurs and business owners find the hidden value in their companies.
Living on the North Shore, Barb is passionate about hiking, yoga and inspiring books and podcasts. Barb and her husband have five children each pursuing their own wildly different passions. Barb has volunteered for many years as a Futurpreneur mentor for new business startups and speaks on this topic to various organizations.
Merk Financial Group
1188-1095 West Pender Street
Vancouver, BC V6E 2M6