Barry Sjolin
Independent Insurance and Investment Advisor

Residing in Penticton, Barry serves as an Independent Licensed Advisor to clients in the provinces of British Columbia, Alberta and Saskatchewan

Whether you are just starting your investment life, nearing or in retirement, being independent allows investment choices and options that suit your needs.

We can offer you a full array of investment options and ideas as well as access to most every insurance company in Canada.


Safe travels

Do you know what to look for when buying travel insurance?

VIDEO - Retirement and debt

With 70% of Canadians ages 55 to 64 still carrying debt, here are some strategies to ask your advisor about.

Prevent and protect

How to guard against online financial fraud.

Life insurance that can reward healthy living

You now have the opportunity to save on premiums and earn rewards for your lifestyle choices.

Dealing with debt before (or during) retirement

Strategies to help reduce debt and keep your financial goals on track.

Unpredictable markets got you idle?

While market volatility chases many investors to the sidelines, it can be a great opportunity to bolster your long-term portfolio strategy.

(Video) The Value of Advice

Working with a financial advisor can go a long way towards helping you reach your financial goals.

The clawback conundrum

How to help reduce your reported income to maximize benefits in retirement.

How to protect kids from scams

Despite the stereotype of seniors being most vulnerable to fraud, teens and young adults are actually more likely to lose money in a financial scam.

Put insomnia to bed

Not getting enough shut-eye? Here are eight strategies that can help improve your sleep.

Be prepared

Anticipate and include emergency expenses when developing a financial plan.

Seeking shelter in stormy seas

Segregated fund contracts are designed to help offer a safe harbour for Canadians worried about volatile markets.

Travel Insurance

Travelling soon and thinking about travel insurance?


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