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.
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.
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.