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.

 

Under pressure

Money worries are never far from mind – but did you know they can also affect your health?

How to make your money last as long as you do

Here are a few ways to stretch your retirement dollars just in case you live even just a little longer than you anticipated.

Have your latte and drink it too

Three easy examples of how taking fifteen minutes right now can set you up for financial success throughout the year.

Stay motivated, stay healthy

It's easier than ever to track and reward healthy decisions.

Away from it all

Is cottage ownership for you? Here's a look at what it takes to make it happen.

Millennials and money

Within five years, millennials are expected to make up half the global workforce. Yet, they face distinct challenges as they strive to achieve financial independence.

The next chapter

Build a succession plan well before it's needed.

Are your investments protected from creditors?

Legislation exists at the federal and provincial levels to protect assets from creditors.

Inside absolute return investing

A strategy designed to sustain value through market ups - and downs.

Credit where it's due

How credit cards can build and maintain a strong credit rating.

Yours, mine and ours

A helpful guide for partners who are merging finances.

Video - Why a tax refund is no reason to celebrate

Put your hard-earned money back in your pocket.

Travel Insurance

Travelling soon and thinking about travel insurance?

RRSP

Want to learn more about RRSPs?

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