The Value of Advice

The right financial advice gives you a better chance of:

• Accumulating greater wealth through better savings behavior;
• Building towards a more comfortable retirement;
• Selecting tax-efficient investment vehicles;
• Maintaining a long-term investment strategy;
• Protecting against poor financial decisions; and
• Avoiding emotional investing habits.

These benefits appear in a number of ways, including having a greater sense of control over your finances, and the peace of mind that comes from greater confidence in your future. (adapted from IFIC – The Value of Advice Report 2012)

About Colin Barry

Colin’s success is based upon creating a plan to achieve a specific goal, identifying and mitigating risks and working every day to achieve the goal.  Colin works with clients to identify their goals, create their plan for success, and to provide clients with long-term support to ensure their plan is implemented.

As a Certified Financial Planner^® professional, Colin possesses the expertise to skilfully navigate all aspects of your financial future, identifying and analyzing how different and sometimes conflicting areas impact each other.

Colin’s philosophy is to act as your financial advocate.  As an independent advisor he is well suited to offer unbiased advice.  With Canfin, Colin can service all your financial needs including budgeting, investments, insurance, tax preparation and fee-for-service financial planning.

Results Matter

I'm only happy when you are.  So it is particularly pleasing when we hear from our clients.  Here is what they say.

A weight off our shoulders

We are celebrating being debt free tonight!  Thank you so much for helping us get there so quickly after our first meeting.  Such a weight off our shoulders!

Daniel and Andrea R.

 

Best interests in mind

I really appreciate all your help and guidance.  You've been extremely attentive and I feel very confident that you have my best interests in mind.

Jennifer U.

 

Great service

I always appreciate great people and great service.  With a combination of the two, I wouldn't hesitate to refer more people to you.

Trevor D.

 

Achievable goals

In just under a year, we've increased our cash flow and set an attainable retirement goal.  None of it would have been possible without your knowledge and guidance.

Brendan and Kayla W.