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....

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

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...

Jun 15, 2016 by Rob McEachern & Scott McEachern

It happens more often than we think.

Approximately 1 in 4 of today’s 20 year-olds will become disabled before they retire, according to the US Social Security Administration Fact Sheet. If you’re curious what that chances of becoming disabled are based on your age, job type and a few other attributes, you can look into that at

Business Owners

If you’re a new entrepreneur, you...

Jun 08, 2016 by Rob McEachern & Scott McEachern

In the video series I run on my Facebook page, someone asked me to explain the difference of term insurance and permanent insurance. Since I try to keep the videos short and use everyday language, I thought this blog would help explain the differences in greater detail (even though it uses a little financial jargon).

Term Insurance vs. Permanent (Whole Life) Insurance

The decision to buy life...

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