Barry Sjolin
Independent Insurance and Investment Adviser

Residing in Penticton, Barry serves as an Independent Licensed Adviser 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.


VIDEO: What is estate planning?

Estate planning is the process where you lay out your instructions as to how your assets should be distributed.

10 ways the new mortgage rules will change the housing market

Soon Canada's banking regulator will implement new mortgage rules and launch the new mortgage stress test.

Help kick start your child's financial future

How permanent life insurance can benefit a child or grandchild.

Do you want your adult kids out of the house? It'll cost you $24k.

50% of parents are willing to help their adult children move out of the house.

Estate Planning 101

The freedom to protect your legacy and loved ones the way you want through estate planning.

The difference between a personal financial advisor and robo-advice

Comparing software financial advice to a relationship with an expert.

How to avoid outliving your retirement savings

Learn how annuities can keep retirement savings going strong.

Retire happy, stay healthy

How to include health and dental benefits into your overall retirement plan.

How to help your kids achieve financial independence

Still supporting your adult kids? Here are some tips on what you can do to help your adult kids learn about money and develop good habits.

Education savings on the minds of many Canadian parents

Despite concerns, only 35% take advantage of special education savings vehicles such as an RESP.

Consumer sentiment soars as Canadians shrug off rate increases

A rising currency and a red-hot labour market has sent Canadian consumer confidence to the highest in three years as interest rates increase.

Good money habits start when you're young

Whatever your feelings on millennials, one thing’s for sure — they need financial advice to establish good money habits early on.

Travel Insurance

Travelling soon and thinking about travel insurance?


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