Serving Barrie and area to ensure your financial & retirement planning is on track


Helping You Get Started

It's never too early to start planning and it's certainly never too late.


Planning For Families

We'll help you address your family's needs.


Retirement Planning

We work with you to ensure you have a smooth transition into retirement.


Read Our Weekly Blog

Every Wednesday we posts our thoughts on various financial topics.



"Thank you Scott for tailoring an insurance package that suits the needs of my family!" Sarah Collins

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“Take the first step in faith. You don’t have to see the whole staircase. Just take the first step”

- Dr. Martin Luther King Jr.


Recent Blog Articles

Sep 28, 2016 by Rob McEachern & Scott McEachern

After speaking with our broker, and before we met our realtor, we decided to check out an open house by ourselves. There was a place right around the corner from where we are renting that was at the very top of our budget, but we wanted to see what our budget would get us in our current subdivision.

There were three large bedrooms which was nice, but the living space on the main floor was just too small when we consider our toddler, and the backyard was very small too. It’d be...

Sep 21, 2016 by Rob McEachern & Scott McEachern

Reality set in with a text from the landlord – “can we have a chat tonight?”

He breaks the news that he’s decided to sell the house and move into a condo. Our first response is to let him know that we’ve been considering buying for some time now and that we were just waiting for Steph to get a few paycheques at her new position before we seriously started shopping. This immediately lightened the tone of the conversation. The landlord no longer felt like...

Sep 14, 2016 by Rob McEachern & Scott McEachern

An increasing number of Canadians are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time. Carrying much higher debt burdens than previous generations, many pre-retirees have had to put their savings on the back burner to focus on debt reduction, which, for practical purposes is smart, but it is also the primary reason why some will need to delay retirement or drastically downsize their retirement lifestyle. In retirement, cash is...

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