About Us

Our team takes pride in advising and guiding our clients on how to preserve their wealth and minimize the potential effects of life changes, by planning for the future. Working closely with our clients and other professionals, we help them make informed decisions that create certainty in their lives. By ensuring individuals, families and their businesses are well cared for, our clients have the freedom to make choices and can enjoy a continuity of lifestyle for themselves and successive generations.

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babara-fuller

Barbara Fuller

CFP CHS CCS CPCA

Barbara takes pride in building, life-long relationships with her clients, to meet their financial planning needs and help them achieve their goals. Her passion is –

  • to protect their lifestyle – with proper risk management or insurance planning
  • to help them prosper – by working with a dedicated life planner and using investment
  • tools with guaranteed benefits and income options, and to preserve their estates – with wise estate planning counsel.

She’s excelled in Financial Planning and Protection for close to 30 years and formed her own company working as an independent broker in the Oakville/Burlington area, Ontario. Her commitment is to ongoing education to keep her updated on current trends in the ever-changing insurance and investment world. She qualifies annually as a member of the prestigious international Million Dollar Round Table (Life Member in 2016), which is a testimony to her commitment to serve her clients. She is also a member of Advocis, the national association for insurance and investment professionals. She has spoken to numerous women’s groups including Xpanse – for separated, divorced or widowed women. She holds her ‘Certified Professional Consultant on Aging’ certification and has completed the Certified Financial Planner™ or CFP designation program, and the Certified Health Insurance Specialist or CHS™ as well as the newest designation – Certified Cash Flow Specialist or CCS™

PLAN

  • Life Plans
  • Retirement Plans
  • Cash Flow Plans

PROTECT

  • Insurance:
  • – Life and Health

PROSPER

  • Investments
  • (Strategic Alliance
    with North Shore
    Wealth Management)

PRESERVE

  • Guaranteed Lifetime Income
  • Solutions

Offering our expertise in the following areas

Individuals and Families

  • Insurance – Life, Critical Illness, LTD
  • Insured Retirement Programs
  • Retirement Planning and Investments
  • Cash Flow Planning and Debt Reduction
  • Legacy Planning and Wealth Transfer
  • Financial Planning for Single Women

Small Business Owners and Sole Proprietors

  • Group Health/Dental and Health Savings Accounts HSA
  • Group RRSP Programs
  • Key Man Insurance
  • Buy Sell Insurance
  • Shareholder Agreement Funding
  • Corporate Insured Retirement Programs

Testimonials

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