As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Since 1993, Barry has established his financial planning practice in Brampton, Ontario and the surrounding region. With over two decades in the financial service industry, Barry's depth of knowledge enables him to provide clear solutions for his clients when planning their financial future.
Barry is a Certified Financial Planner® with a focus on solutions relating to families and small businesses. Continuing professional development is a priority for Barry.
Barry’s experience with strategic planning involves both investments and insurance, taking a holistic approach, considering both an individual’s past financial experience and a snap shot of where they are today.
Exploring both quantitative and qualitative data, Barry brings things together to provide a financial road map for his clients’ future.
Let us put your money to work for you!