Best Financial Advisors in Barrie, ON

“Tanner is so flexible when doing my tax returns for my business we 'Zoomed' during the pandemic and I finally had the pleasure to meet him and he came to me!”

“If you are looking for a financial team that actually cares about your financial goals then you definitely want to connect with the Gane Financial team.”

“Trevor has not once disappointed and has been extremely accommodating with my schedule as a business owner, his expertise to assist with financial advice is highly recommended for others to experience as well.”

“Josh is a very knowledgeable and committed financial planner who has successfully managed my portfolio for over ten years, He is very skilled at helping me readjust financial goals based on changes in my life.”

“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...”

“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.”

“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.”

“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”

“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.”

“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”

“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”

“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...”

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

“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...”

“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”

“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.”

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