Best Financial Advisors in Barrie, ON

“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”

“I was looking for some life insurance I applied online and called Tayler insurance and Estate planning and had a conversation with Taivi because of covid 19 we did a FaceTime call to fill out application online at the same time Taivi could also ID me...”

“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”

“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”

“His expertise and sound advice will make you feel confident you are investing wisely.”

“Darryl took the time to listen to my concerns and answered all my questions and created a retirement plan for me that gave me the confidence to go from full time nursing to part time as I still want to keep busy.”

“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”

“I was amazed by Kyei's knowledge and how quickly he understood my specific business needs from tax and accounting perspective.”

“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”

“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”

“Great service very personable staff great expirience all around.”

“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”

“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”

“Since 1997, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? As a credentialed professional I would be glad to help.”