Colin Barry MBA, P.Eng, CFP®
680 Rexdale Blvd, Suite 26
Toronto ON M9W 0B5 Canada
Cell: (416) 275-2896 Fax: (905) 829-0052, Toll Free: (877) 422-6346 x 537
Contact us
Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning.
It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A professional strategy will analyze your situation to identify all the people and/or institutional monetary relationships that often have conflicting objectives.
While implementing financial tactics we address various concepts, while looking at your over-all life needs: assessing your capital needs, investment plans,registered investments and tax reduction strategies,retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.
Contact us to discuss your needs.
680 Rexdale Blvd, Suite 26
Toronto ON M9W 0B5 Canada
Fax: (905) 829-0052
Toll Free: (877) 422-6346 x 537
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Tags: CFP,DL,LI,MF
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