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
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...
Nov 14, 2018 by Rob McEachern & Scott McEachern
You may or may not know that November is Financial Literacy Month. A whole month dedicating to learning about budgeting, investing, insurance, estate planning, taxation – woah! That’s a lot of information to take in. So here’s the deal…
If you are only going to take away one thing from Financial Literacy Month, it’s this:
Learn How to Calculate Your Net Worth
What’s My Net Worth??...
“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.
