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.
You’ve been asked to be an executor … now what?
Seven surprising things you can rent
Back to basics
Life with pets
Life after school
Women and the financial frontier
Six tips for keeping strong family ties with your grandkids
Eight actions to take when you’re laid off
Ride for a Better Life
Ways to Save
VIDEO: Estate Planning
Maximize your child’s post-secondary education savings