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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 Process

Our approach with clients is consultative in nature and begins with listening to and understanding their needs. Before we can make any recommendations or suggestions, we need to learn what their vision and objectives are and what their level of commitment is so we can help them achieve the financial component of their goals.
 
We know that your goals for the future go beyond investments. The broader picture is often very complex, and many aspects of managing your wealth require special attention. The Carriere Wealth Advisory Group believes that proper planning needs a holistic approach. Our looking at the bigger picture ensures that you have peace of mind and know that major components of your financial well being have not been overlooked. Estate planning, income and asset preservation, retirement planning, philanthropy and business succession are areas that can keep you awake at night. As your trusted wealth management team, we help you develop financial solutions that make sense and that fit with your goals and risk tolerance.