Our Team

Robert McEachern, B.Ed., CLU, CH.F.C., a 30+ year veteran of the financial service industry, is viewed as a leader and innovator by his peers. His work with you will allow a less stressful and more secure life by following a written roadmap. Working with clients over 50 and their families is his specialty. Ensuring your retirement goals can be met and your retirement income is adequate is the ultimate result.

Scott McEachern, CFP^® works with young individuals and families to start their financial path on the right foot. Labeled a Young Gun by Wealth Professional Canada, Scott knows the challenges that his generation faces: balancing student debt, starting a family, and purchasing the first family home. Scott specializes in guiding peers to balance budgets, purchase insurance, and save money for the future.

Together, Rob and Scott form a financial and life planning team based out of Barrie, Ontario. Ensuring your insurance, financial, retirement, and estate planning goals are on track is our key purpose.