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Randy Carriere CIM, FCSI
Jason Carriere CIM, FCSI

Tel: 866-427-6102

Address
90 Collier Street
Suite 104A
Barrie, ON
L4M 0J3
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Our Clients

Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Several of their issues involve some kind of significant change in their lives such as:

  • Wanting to take a more active or passive role with their investments;


  • Coping with an inheritance or a divorce;


  • Selling a family business;


  • planning for retirement;


  • Enjoy the comfort of having professionals guide them through a challenging process.