About Us

Rob and Scott are a father-son financial planning team based out of Barrie, Ontario. They are passionate about the work they do in educating and assisting families achieve their financial goals.

Our Philosophy

As a firm, our focus is to understand your financial goals and develop a financial plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

The Process

Whether you are concerned about budgeting, debt repayment, investing, insurance or retirement planning, we follow the six step financial planning process as outlined by FP Canada.

Our Services

 

Education Planning

Education Planning: Secure Your Child’s Future. We all know post-secondary education in Canada isn’t cheap. From tuition to textbooks, student housing to commuting, the costs add up fast. As a parent, you want to give your child the best opportunities, but that doesn’t mean you have to sacrifice...
 

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 Parenthood – A Life-Changing Journey! Becoming a parent is one of life’s biggest milestones. It’s filled with joy, excitement, and maybe even a little uncertainty (is this diaper on right?!). One thing is for sure—your financial priorities will shift in ways you never expected. Between...

Our Team

Robert McEachern B.Ed., CLU

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...

Scott McEachern CFP®

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

Close-up image of an elderly hand being held by a younger-looking hand

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Scott McEachern |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

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....

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