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.

 

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.

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

Nearly half parents surveyed are willing to spend an average $24,000 to help their adult children move out of the house.

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.

Boomers Are Ditching Retirement for Entrepreneurship

The public obsesses over tech whiz kids in hoodies. But a more dynamic entrepreneurial species is the silver fox.

Video: Compound Interest - The World's 8th Wonder

Albert Einstein considered it the "eight wonder of the world". Are you harnessing the power of compound interest?

The impact of rising interest rates

Bond prices have fallen and may continue to do so, but investors should not abandon them. What rising interest rates means for your investments.

Canadian pension solvency declines in second quarter

The median solvency ratio of Canadian defined benefit pension plans declined in the second quarter of 2017

Tax filing for parents

You’re a parent and it’s tax time. Congratulations, because there are significant tax advantages, particularly if you’re a new parent.

Travel Insurance

Travelling soon and thinking about travel insurance?

RRSP

Want to learn more about RRSPs?

Click here

Secure Sign In

Client Access

Your consolidated portfolio access, 24/7