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
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
How to make your money last as long as you do
Have your latte and drink it too
Stay motivated, stay healthy
Away from it all