Serving Barrie and area to ensure your financial & retirement planning is on track


Helping You Get Started

It's never too early to start planning and it's certainly never too late.


Planning For Families

We'll help you address your family's needs.


Retirement Planning

We work with you to ensure you have a smooth transition into retirement.


Read Our Weekly Blog

Every Wednesday we posts our thoughts on various financial topics.



"Thank you Scott for tailoring an insurance package that suits the needs of my family!" Sarah Collins

Get in Touch

“Take the first step in faith. You don’t have to see the whole staircase. Just take the first step”

- Dr. Martin Luther King Jr.


Recent Blog Articles

Jan 18, 2017 by Rob McEachern & Scott McEachern

I not a fan of budgets. At least not what most consider a budget - where you list 40 categories and try to guesstimate what each item will cost you on a monthly budget. Then allocate dollars to that item and hope you don't overspend (and then feel bad when you do and proclaim that "budgets don't work!") Even I went there once. That's when I scrapped the budget, and tracked my expenses instead.

Some may find tracking difficult to keep on top of....

Jan 11, 2017 by Rob McEachern & Scott McEachern

When it comes to taking care of your family, protecting their future is one of your key responsibilities. For most families, that means choosing life insurance. This way, if you pass away while your family needs financial support, they can maintain their standard of living and achieve their life goals.

Life insurance is not something to purchase just any place, where you may end up with a one-size-fits-all product. You need a customized solution designed just for your family.

Dec 14, 2016 by Rob McEachern & Scott McEachern

Well folks, this wraps up another year of blogging. We are operating on limited office hours from December 21st to January 2nd (by appointment only). If you need to reach us, you can leave a message at our office (705) 733 9385 or reach us via email: or . We will get back to you in a timely manner.

We wanted to take this opportunity to thank you for...

Website Design For Financial Services Professionals | Copyright 2017 All rights reserved