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

Aug 31, 2016 by Rob McEachern & Scott McEachern
Aug 24, 2016 by Rob McEachern & Scott McEachern

Recently a prospective client asked us the simple, straight-forward question:

“Why do I need life insurance now?”

While each person has a different life situation, once the decision to purchase life insurance has been made, it’s best to apply as soon as possible. Based on past experience, we have seen many scenarios that emphasize the urgency of putting an insurance policy in place. Below are just a few examples where the client got the insurance just or...

Aug 17, 2016 by Rob McEachern & Scott McEachern

What is a capital gain?

As briefly mentioned in our video this week on our Facebook page and YouTube page, a capital gain occurs when a “capital property” asset that has increased in value is sold. Upon the sale, tax has to be paid, but capital gains are given favourable tax treatment. Only 50% of the gain is taxed at your marginal tax rate.

So for example...

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