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

 

Getting Started

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

 

Planning For Families

As your family grows, financial priorities shift and we'll help you with the transition.

 

Retirement Planning

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

 

Weekly Blog

Read our latest blog post that is updated weekly.

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Testimonials

"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

Jul 20, 2016 by Rob McEachern & Scott McEachern

As a relatively new dad, I speak from experience when I say that having a child is one of most life-changing events I’ve faced in my life to date. All parents know this. All parents also know that raising a child isn’t cheap these days. Most studies estimate the total cost of raising a child from birth to age at 18 for parents will be $250,000 (and that’s not including post-secondary education). Where does this number come from? Tally up housing, clothing, child care,...

Jul 13, 2016 by Rob McEachern & Scott McEachern

As most of you may know, my wife Stephanie is a teacher and we have a 15 month old son, Elliott. What that translates to financially is 12 months of maternity leave, 3 months of teaching, and now a summer with Steph earning zero income (by choice). Below are the steps we took to make sure our plan could be accomplished.

Proper Planning

Sure, Steph could teach summer school or get a part time job, but when we found out we were expecting and looked ahead...

Jun 22, 2016 by Rob McEachern & Scott McEachern

Congratulations on the grand opening of your very own business! You’re ready to open your doors and have customers crashing through!

As you prepared for this day, you were certain you had everything in order: the cake ordered, the ribbon to be cut, the scissors, the media booked, etc. Everything is awesome.

Now, not to pull you off your awesome horse or anything, but have you heard of Business Overhead Expense insurance – and more importantly do you have some in...

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