Education Planning
Parents and guardians of young children know that the cost of post-secondary education (PSE) in Canada is astronomical. In many cases, the stress of having to fund a child’s higher-education commences the moment the child is born. In some instances, parents, grandparents and guardians make...
Insurance
The best time to address your insurance needs is when you are young, healthy, and can afford it. We will analyze your current needs as dictated by your goals in life and put in place products that will guarantee your income in the event of a death, disability, or sickness. Term Life Insurance Term...
Financial Planning for Families
Welcome to the world of parenting. The addition of a baby changes all dynamics of a family - including financial priorities. As you start the journey as new parents there will be moments of joy, fear, happiness, confusion (is this diaper on right??) and a variety of other emotions. We understand as...
Our Team
Chartered Financial Consultant
Robert McEachern, B.Ed., CLU, CH.F.C., a 30+ year veteran of the financial service industry, is viewed as a leader and...
Certified Financial Planner®
Scott McEachern, CFP® works with young individuals and families to start their financial path on the right foot. Labeled...
Serving Barrie and area families with their insurance and financial planning needs.
Recent Blog Articles
When you have two prospects ask the same question in a week, you have to write a blog about it! Learn all about the Tax Free Savings Account (TFSA).
You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
FAQ
Q
Do I have to have a certain amount of investments to work with you?
No, we cater to the family market and many young families are just starting out. For that reason, we haven’t set an investment account minimum to work with us.
Q
Do I invest a Lump Sum Amount or Can I Invest on a Monthly Basis?
Both options are available to you. When we meet, we can discuss which option best fits your personal situation.
Q
How Are You Paid?
We are commission based. There is no fee for meeting with us. Full compensation disclosure found here: How We're Paid
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....