Serving Barrie and area families to ensure your financial & retirement planning is on track
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"We've been working with Scott since shortly after the birth of our first child 2 years ago. He's helped us set up investments for ourselves, our kids and worked with us on our own and...
Recent Blog Articles
Oct 03, 2018 by Rob McEachern & Scott McEachern
Whether it is preparing to pay off a loan or eyeing up a potential vacation, saving money can be a tough task without a plan. Far too often our immediate financial needs and wants take precedence, while our poor old savings accounts have to take a back seat. During 2018, the average Canadian household savings rate currently hovers at roughly 4.4%1.
That number is far too low to help us relax poolside in the sun with winter coming! So what can we do to improve our savings...
Sep 12, 2018 by Rob McEachern & Scott McEachern
When a young couple has their first child, they immediately see the value in life insurance. Someone they love and have the responsibility to protect now relies on their income. Children aren’t cheap to raise and recent studies have shown it can cost more than $250,000 to raise a child to age 18.
But what if you don’t have children? What if you are young and healthy? What if you don’t think you need life insurance? Below we’ll discuss three scenarios where...
Aug 30, 2018 by Rob McEachern & Scott McEachern
Let’s talk about the elephant in the room that gets swept under the rug all too often when discussing our finances: personal debt. Our bills for borrowing can suddenly rack up as we establish new lines of credit and loans that are all too easily accessible via mail offers or pre-approvals. A 2017 poll conducted by Ipsos noted that Canadians with any amount of debt averaged $15,473 of consumer debt1. That is a scary number considering the recent spike in...
“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.
