Serving Barrie and area families to ensure your financial & retirement planning is on track
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"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....
Recent Blog Articles
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...
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...
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...
“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.
