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.
Ride for a Better Life
Ways to Save
VIDEO: Estate Planning
Maximize your child’s post-secondary education savings
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VIDEO: Why Estate Planning is Essential at Any Stage of Life
VIDEO: How to effectively manage an inheritance
Stretching the Possibilities for Health
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VIDEO: What is estate planning?
VIDEO: Broaden your investment horizons
WATCH: Are you confused about investing?