Robert McEachern, B.Ed., CFP, CLU, CH.F.C., a 30+ year veteran of the financial service industry, is viewed as a leader...
Scott McEachern, QAFP 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.
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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.
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.
"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....