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.
Making dollars and sense of TFSAs and RRSPs
Plan today for security tomorrow
Moving forward without moving out
All in the family
Unpredictable markets got you idle?
VIDEO - Retirement and debt
Prevent and protect
Life insurance that can reward healthy living
Dealing with debt before (or during) retirement
(Video) The Value of Advice
The clawback conundrum