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.



"Scott and Rob are the best! They're helpful and always point us in the right direction; they make a point to ensure we have exactly what we need in terms of insurance and investments....

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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

Dec 07, 2016 by Rob McEachern & Scott McEachern

Being a parent is life-changing in the best way

A new life is in your hands. And with that life comes immense love and caring and endless adventure. It’s truly a wonderful experience.

Becoming a parent also brings great responsibility. That’s why so many people purchase life insurance when they have a baby.  After all, it’s said the number one reason to choose life insurance is when someone depends on you for financial support. And what can be more...

Nov 30, 2016 by Rob McEachern & Scott McEachern

Annuities have a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend, from the government in exchange for a lump sum of money. Since then, the family tree of annuities has sprouted into several different bloodlines with variations in their structure and use.  Immediate annuities, which are offered through life insurance companies, are the most direct descendent of annua, but its popular cousin,...

Nov 23, 2016 by Rob McEachern & Scott McEachern

In the investment and planning fields, we talk to clients about the benefits of consolidation of assets. It is a client centered value, often misunderstood and underutilized in many situations.

Consider your car. Do you take it to one mechanic or multiple? The benefits of using one garage allows those mechanics to know you, your car, your driving habits, your budget or budget constraints and they can work to extend the life of your vehicle, keeping your particular situation in mind...

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