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.
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™
- Life Plans
- Retirement Plans
- Cash Flow Plans
- – Life and Health
- (Strategic Alliance
with North Shore
- Guaranteed Lifetime Income
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
Barbara has been extremely helpful as my wife and I explored our insurance needs. She was patient in responding to our questions, spoke to both of us as individuals and helped us develop a coverage mix that makes sense for our family. After the initial sale, she has been great in assessing future needs and options. I highly recommend her to anyone needing personalized service.
Barb is an expert in her field! Barb’s expertise combined with her high degree of integrity will deliver great results for your financial future! Her personable manner puts you at ease as a client. For many years I have found Barb to always have the very best choices in mind for her clients! She has been a financial and personal encouragement, urging us to plan, reach and achieve goals!
For the past 12 years we have worked closely with Barbara. We found her to be very intelligent, professional , always up to-date and most important, a caring individual. If you are in need of a financial planner with your best interests at heart, contact Barbara, you won’t be disappointed.
Doug R. Brick
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