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.
(Video) The Value of Advice
The clawback conundrum
How to protect kids from scams
Put insomnia to bed
Seeking shelter in stormy seas
Say yes to less stress
Recovering from a financial setback
Five smart money moves
Not your parents' life insurance
(VIDEO) Managing volatility with segregated funds
A balanced budget and your physical health