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.

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

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“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

Aug 24, 2016 by Rob McEachern & Scott McEachern

Recently a prospective client asked us the simple, straight-forward question:

“Why do I need life insurance now?”

While each person has a different life situation, once the decision to purchase life insurance has been made, it’s best to apply as soon as possible. Based on past experience, we have seen many scenarios that emphasize the urgency of putting an insurance policy in place. Below are just a few examples where the client got the insurance just or...

Aug 17, 2016 by Rob McEachern & Scott McEachern

What is a capital gain?

As briefly mentioned in our video this week on our Facebook page and YouTube page, a capital gain occurs when a “capital property” asset that has increased in value is sold. Upon the sale, tax has to be paid, but capital gains are given favourable tax treatment. Only 50% of the gain is taxed at your marginal tax rate.

So for example...

Aug 10, 2016 by Rob McEachern & Scott McEachern

 

Approximately 5% of the population is born into wealth.

About 50%-60% have the opportunity to create wealth and through wealth transfer strategies, allow the next generation to join the 5% above.

Finally, about 45% are destined to remain at the bottom – some by choice and some by lack of choice and are dependent on government programs and the help of others.

Where do you stand on this spectrum? What are you doing to ensure you’re moving up...

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