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Your Vision - Your Life - Your Future

A family business helping your family achieve financial success

Contact Us

 

HELPING YOU GET STARTED

Let's begin the planning process together.

 

PLANNING FOR FAMILIES

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

 

RETIREMENT PLANNING

Ensure you have a smooth transition into retirement.

 

READ OUR FINANCIAL BLOG

We blog on a monthly basis about various financial topics.

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

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Testimonials

"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....

More Testimonials...

Recent Blog Articles

The RSP FAQ Blog
Feb 13, 2019 by Rob McEachern & Scott McEachern

The Retirement Savings Plan has been the cornerstone of financial planning for Canadians for many years. However, despite it's popularity, the rules and regulations that must be followed to remain onside can sometimes be confusing. We've taken an FAQ approach to answer the most often asked questions at our office.

How many years can I contribute to my RSP?

You may continue to contribute to your RSP up to and including the end of the year in which you turn 71 years...

Read More
Disability Insurance: Protecting Your Income
Jan 09, 2019 by Rob McEachern & Scott McEachern

I was at the mall over the Christmas holidays and ran into an old friend from my college days. Here’s how the dialogue broke down:

Me: Hey! Haven’t seen you in forever, how’ve you been?

Friend: Things have been great. Since graduating, I started my own business and things are really rolling now.

Me: That’s awesome! Once the holidays are over and family things slow down, we should reconnect and catch up.

Friend: That sounds good in...

Read More
Value Added Services
Dec 12, 2018 by Rob McEachern & Scott McEachern

Today, in Canada, anyone can call themselves a financial planner. The low barrier to entry in this industry means if you don’t like your current advisor, you can easily find a replacement. In an industry where customer service is key, standing out can be difficult. That’s why we look to add Value Added Services to differentiate ourselves from the competition. In addition to Rob being a CFP (Certified Financial Planner) and Scott having a Level 1 Certification in Financial...

Read More

“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.

Get in Touch

Get In Touch

Robert McEachern, CFP, CLU, CHFC and Scott McEachern, BBA
339 Huronia Road
Barrie, ON L4N 8Z1

Phone: (705)733-9385

© 2019 Rob McEachern & Scott McEachern. All rights reserved.

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