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.



"Scott and Rob are the best! They're helpful and always point us in the right direction; they make a point to ensure we have exactly what we need in terms of insurance and investments....

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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

May 18, 2016 by Rob McEachern & Scott McEachern

Last week we shared what Scott loves to spend money on, hates to spend money on, and what’s he currently saving for. This week Rob gives his input from a more senior point of view. For the younger readers, this may give a little insight into how your parents think.

What I love spending money on

Grandchildren and children (in that order)...

May 11, 2016 by Rob McEachern & Scott McEachern

As part of our onboarding process, we often ask clients what they love spending money on, what they hate spending money on and what they are currently saving for.  This gives us the opportunity to truly understand your unique situation and values before we start planning for anything. I really like asking these questions because this is what makes planning personal and let's be honest, it's called personal finance for a reason! While I find learning about others' values...

May 04, 2016 by Rob McEachern & Scott McEachern

The recent death of pop icon Prince brings to the forefront the need to have all of your financial affairs in order. Obviously no one ever wants to think about their own death, but when we see situations like this, it just breaks our hearts. Prince was worth millions and supported many charitable causes through his lifetime, but he died without a will.


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