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.
Stay motivated, stay healthy
Away from it all
Millennials and money
The next chapter
Are your investments protected from creditors?
Inside absolute return investing
Credit where it's due
Yours, mine and ours
Video - Why a tax refund is no reason to celebrate
Video - Tax time is around the corner
Travel insurance keeps things cool
Protecting what you work for