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 l...
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...
Retirement Planning
Here's what we know: Every year, everything you buy will cost more. This must be taken into consideration for your plan. Our retirement planning process is an interactive discussion centered on the concerns, fears and uncertainty as you approach or enjoy retirement. We work you to identify, isolate...
Our Team
Chartered Financial Consultant
Robert McEachern, B.Ed., CFP, CLU, CH.F.C., a 30+ year veteran of the financial service industry, is viewed as a leader...
Insurance Agent
Scott McEachern, BBA 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
A thorough analysis can tell you how much life insurance you need and a broker can help match you with the right product.
Last week, I was chatting with a local business owner and the topic of insurance on children came up. I ended up telling her a story about how we used life insurance in our family and at the end she told me it left her with goosebumps. To hear that my story resonated so much, I think I should share it again. Our Story When I was a child, my father purchased $10,000 of permanent...
If you’re new to investing, some of the information on the Internet can be downright confusing. So here is a rundown of common investing terms that every investor should become familiar with.
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....