Serving Barrie and area families to ensure your financial & retirement planning is on track
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"Thank you Scott for tailoring an insurance package that suits the needs of my family!"
Sarah Collins
Recent Blog Articles
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??...
Oct 24, 2018 by Rob McEachern & Scott McEachern
If you have woken up in the middle of the night to a money-related panic attack, do not worry - you are not alone. It is natural for us to worry about our financial situation as it dictates so many facets of our everyday life. Nevertheless, financial stress is a big deal and needs to be addressed.
Money driven anxiety is also becoming a growing concern for the younger population. Millennials are taking out larger student loans than ever before and facing an increasingly fluid job...
“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.
