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

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., CFP, CLU, CH.F.C., a 30+ year veteran of the financial service industry, is viewed as a leader...

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

Scotiabank uses the tagline “You’re Richer Than You Think”, and I like to tell people “You’re Worth More Than You Think”. When it comes to life insurance, there are a few reasons one might consider purchasing a policy. They are listed below: You are expecting or have dependents You have a mortgage You have loved ones that would be responsible for loans or final expenses You have a family that you love that relies on...
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task. Hiring a financial professional could be one of the best financial moves you make this year. Their utility is far greater than your capacity to...
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket”. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan. The best possible defense against risks in any investment strategy is diverse and well-balanced financial planning. The most...

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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