Barry Sjolin
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?

What to consider when someone invites you to take on this important responsibility.

Seven surprising things you can rent

Save money (and space) by renting tools, bikes, toys and more.

Back to basics

Focus on the fundamentals for an investment strategy that’s right for you.

Life with pets

Be aware of the costs but thoroughly enjoy the benefits.

Life after school

How young professionals can set themselves up for financial success.

Women and the financial frontier

Addressing the financial challenges facing women, with tips men can use too.

Six tips for keeping strong family ties with your grandkids

As a grandparent your love can be big and overwhelming, so much so that you may not realize if you’re stepping out of bounds or causing pressure on family relationships.

Eight actions to take when you’re laid off

Getting laid off can affect your confidence and how you look at future career opportunities. Even if you take some comfort from knowing that most people are laid off at some point,

Ride for a Better Life

Cycling to work can improve your health while facilitating your commute to work. And bike-share programs, such as BIXI-MontrealThis link opens in a new tab, presented by Manulife,

Ways to Save

Knowing financial lingo can help you make good financial decisions. Read on to see TFSAs decoded and find out how they can help you save.

VIDEO: Estate Planning

A well-structured estate plan can turn a legacy from a nice thought into a powerful reality. Get Prepared. http://manulife.ca/prepare

Maximize your child’s post-secondary education savings

Saving for your child’s education is probably one of your priorities along with saving for other short and long term goals.

Travel Insurance

Travelling soon and thinking about travel insurance?

RRSP

Want to learn more about RRSPs?

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