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“All our dreams can come true, if we have the courage to pursue them – Walt Disney”

Barrie Financial Services

You have always given us the best advice for our needs. You keep us well informed of everything that is going on financially. We feel very safe and secure with our investments. -L&M.K.

Debt and Cash Flow Management

The foundation of all long-term wealth creation is the effective use of our cash flow and the level and structure of our debt.

Education Planning

To help you develop an effective savings plan to make your children's or grandchildren's future education goals a reality.

Investment Management

Individualized asset building strategies tailored to the achievement of your specific dreams.

Retirement Planning and Income Strategies

Coordinating pensions, government benefits and personal savings to ensure you will not outlive your money.  By using investment concepts such as creating your own personal pension and following our Income Withdrawal Strategy we can help to minimize market risk in retirement.

Tax Planning

Helping you to make the most of the 3 tax ‘D’s;  Deduct, Defer and Divide
Proper tax planning is just as, if not more, important as good investment planning.

Estate and Succession Planning

Helping you to leave your legacy to the next generation in the most efficient and cost effective manner. 

Risk Protection Planning

Insurance solutions to protect you and your family in the event you pass away, become sick or disabled, or require extended health care in a facility or the comfort of your home.

Life Transition Planning

Specific strategies to help you and your family transition through life events such as marriage, divorce, parenthood, change or loss of employment, caring for elderly parents etc.

Special Needs Planning

We will give you peace of mind by creating a personalized plan that will build, preserve and protect the financial resources for those living with disability.

134 Collier St • Barrie, ON L4M 1H4 • Phone: (705) 725-0562 • Email:

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Spectrum Financial Strategies

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