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.

 

The 2017 Canadian Federal budget, and what it means to you

Prime Minister Trudeau announced the new 2017 Canadian Federal budget recently, and Canadians are talking about what it means to them.

Making dollars and sense of TFSAs and RRSPs

Should you put your money in a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA)?

Plan today for security tomorrow

With two full-time jobs and three young sons, Craig and Sarah are busy. So they made it simple to save for their children’s education and help build their family’s future.

Moving forward without moving out

Accessing your home equity can help boost your retirement income, ease pressure on your pensions and investments, and help you stay put.

All in the family

How to take advantage of income splitting using intra-family loans.

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.

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.

(Video) The Value of Advice

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

Travel Insurance

Travelling soon and thinking about travel insurance?

RRSP

Want to learn more about RRSPs?

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