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.
Broaden your investment horizons
VIDEO: Money role reversals among generations
WATCH: Are you confused about investing?
VIDEO: Broaden your investment horizons
Increased fee disclosure is paying off for investors
VIDEO: What is estate planning?
10 ways the new mortgage rules will change the housing market
Help kick start your child's financial future
Do you want your adult kids out of the house? It'll cost you $24k.
Estate Planning 101
The difference between a personal financial advisor and robo-advice
How to avoid outliving your retirement savings