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.

 

Seven habits of highly successful retirees

People who live comfortably in retirement often have a lot in common in terms of how they prepared during their working lives.

Say yes to less stress

Stress takes its toll on our bodies. It affects us physically, and drains us of our ability to be productive. Stay healthy with these 10 tips to alleviate your stress response.

Recovering from a financial setback

Events that negatively affect finances can happen to anyone. Overcoming a challenging situation - whatever form it takes - requires determination, patience and good planning.

Five smart money moves

Whether you pay off debt or invest, some strategic planning can help your money go a long way.

Not your parents' life insurance

How the process of buying life insurance is changing for the better.

(VIDEO) Managing volatility with segregated funds

Segregated funds are designed to combine growth potential with protection of guarantees from an insurance contract.

A balanced budget and your physical health

Whether it’s paying off a credit card, or achieving an ideal weight, there’s a strong sense of satisfaction we can get when we set and achieve personal goals.

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.

Travel Insurance

Travelling soon and thinking about travel insurance?

RRSP

Want to learn more about RRSPs?

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