Your Certified Financial Planner in Barrie

Grow, Protect, and Preserve Your Savings

Increase Financial Confidence

Increase your financial confidence with us.

We are your go-to Advisor in Barrie, Ontario for Insurance, Wealth Management, Guarantees, Financial Planning, Financial Growth. Grow, protect and preserve your retirement savings, tax free account, children’s educational plan or non-registered/corporate account.


We can’t wait to meet you!


You work hard now to save for your future.

You’re investing wisely and putting away as much as you can. But…you’re concerned with volatility and other external influencers like political change and interest rates that can ultimately impact your savings.


Want to learn more? Contact us here.