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Colin Barry, MBA, P.Eng, CFP
Colin Barry, MBA, P.Eng, CFP
CERTIFIED FINANCIAL PLANNER® Professional

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Personal Wealth and Finance


Financial Viewpoint


Look through a wider lens to see life insurance at work. 

Life insurance protects you against income loss, and the adverse effect less income can have on your family if one were to die or have a disability. As you build on that foundation by creating your assets and net worth, …

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Investor Insight


REVIEW How can mutual funds help manage financial risk?

How can mutual funds help manage financial risk? More significant gains are associated with both business success and variable risk in business and investment. Six risk factors and constructive ways to deal with them are examined below. Risk increases with …

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More Recent Articles


Financial Viewpoint


Setting up your life insurance beneficiaries

It is wise to take a few extra steps to plan how you set up your beneficiaries on a life insurance policy.

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Investor Insight


RRSP and TFSA REVIEW 2024

What are some differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that makes it easy for Canadian taxpayers …

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Investor Insight


Investing with an advisory team

If you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …

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Life Insurance


Disability Planning QUICK REVIEW

When you own your own business, you do not have the security of group insurance that employees have. After several years, you may find that you are drawing a substantial income from a successful venture. Disability Planning: Let’s do a …

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Life View


A Strategy for Extending Aging Elder Independence

Here is an interesting method for watching over feeble parents from a distance. In some cases this strategy may be able to help an elder parent maintain independence at home. I share below a good friend’s strategy. After reading this …

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Investor Insight


Estate considerations when using the RRSP vehicle

RRSPs alone may not be best for the wealthy The following chart indicates that you can save a small fortune over time in an RRSP. Since your focus is on retirement, much of your wealth may accumulate using this registered vehicle. …

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Investor Insight


Balancing Investor Risk and Reward

The risk/reward concept states that the higher the risk of a particular investment, the higher the possible return. Although there usually is some risk with any equity investment, it is essential to assess just how much risk your portfolio should carry. Risk involves the potential for gain or loss of monies invested.

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Business


5 Options of a Buy-Sell Agreement

When a co-owner/partner dies, the surviving business owners usually have five options in dealing with the deceased owner’s business interest: 1. Buy out the heirs of the partner with Life Insurance proceeds. This is usually the most preferred option. After …

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Business


Disability Buy-Sell Agreements

Two strategies protect shareholders against the liabilities of another significant shareholder becoming disabled.

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Investor Insight


How market volatility can work for the investor

Volatility is when prices of stocks and equity funds increasingly shift in value up or down.

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Estate View


7 ways life insurance protects your financial foundation

Life insurance has been called the foundation of your net worth. If you have a spouse or children, the initial stages of your financial strategy should include adequate life insurance coverage.

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