Business Details
50+ Years
experience
Your Trusted Financial Planning Partner in Barrie
Established in 1953, our firm has built a legacy of trust and personalized financial guidance. We specialize in creating tailored strategies for investment planning, estate management, retirement solutions, and tax optimization. Our team of Certified Financial Planners brings decades of combined experience to help clients navigate life's financial complexities. With a boutique approach and intergenerational client relationships, we prioritize understanding individual goals to deliver actionable, compassionate advice. Our independence allows us to focus solely on client needs while maintaining rigorous professional standards through affiliations like the Canadian Investment Regulatory Organization. 
Services
Financial Planning
Investment Planning
Insurance Solutions
Estate Planning
Retirement Solutions
Tax Planning
Details
- Year established: 1953
Highlights and features
- We offer over 70 years of combined financial planning experience since 1953
- Our team includes Certified Financial Planners with specialized expertise
- We maintain rigorous professional standards through CIRO affiliation
- Proven track record of intergenerational client relationships through word-of-mouth referrals
- Boutique approach ensures personalized attention and tailored financial strategies
Associations and certifications
- Certified Financial Planner (CFP)
- Canadian Investment Regulatory Organization (CIRO)
Services
Financial Planning
We develop comprehensive financial plans tailored to individual life goals and circumstances. Our approach considers current financial status, future aspirations, and risk tolerance to create actionable roadmaps. Certified professionals work closely with clients to establish realistic timelines and measurable milestones for achieving financial objectives.
Investment Planning
Our investment strategies focus on wealth growth and preservation through diversified portfolio solutions. We analyze market trends and individual risk profiles to recommend appropriate asset allocations. The team provides ongoing portfolio monitoring and adjustments to align with changing financial goals and market conditions.
Estate Planning
We help clients organize their financial affairs to ensure smooth asset transfer to beneficiaries. Our planning considers tax implications, legal documentation, and family dynamics to minimize administrative burdens. Services include will reviews, trust establishment, and beneficiary designation guidance.
Retirement Solutions
Our retirement planning services assess current savings and project future needs to determine optimal contribution strategies. We evaluate government benefits, employer pensions, and personal investments to create sustainable income streams. The team provides regular progress assessments and adjustments as retirement approaches.
Tax Planning
We implement strategies to minimize tax liabilities through legal deductions and credits. Our approach coordinates with overall financial plans to maximize after-tax returns. Services include RRSP contributions, tax-efficient investment selection, and coordination with external accounting professionals.
People
Shirley Sawyer
Founder
Certified Financial Planner with over 30 years of experience, previously worked as a lab technician before transitioning to financial services. Holds industry awards and community leadership recognition.
Andrea Reid
Financial Planner
Certified Financial Planner with experience since 2000, specializes in intergenerational client relationships. Holds University of Toronto education background and industry certifications.
Barrett Reid
Financial Advisor
Joined firm after 15 years in marine industry, completed financial licensing courses. Focuses on client relationship building and personalized financial guidance.
Kate Kelly
Client Services
Marketing professional with advertising background, joined team in 2010. Works on client communications and business development initiatives.
Hannah Nicholls
Financial Services Associate
Former flight attendant with customer service expertise, completed mutual funds licensing in 2022. Focuses on client onboarding and support services.
Questions
What financial planning services do you offer?
We provide comprehensive services including investment planning, estate management, retirement strategies, insurance analysis, and tax optimization tailored to individual client needs.
How are you different from other financial advisors?
Our family-owned business offers personalized service with intergenerational client relationships, combining over 70 years of local experience with modern financial strategies.
Do you work with clients outside Barrie?
While based in Barrie, Ontario, we primarily serve clients in the surrounding regions through in-person and virtual consultation options.
How do I start the financial planning process?
Contact us for an initial consultation where we'll discuss your financial goals and create a customized plan to achieve them.
Are your financial advisors certified professionals?
Yes, our team includes Certified Financial Planners and professionals affiliated with the Canadian Investment Regulatory Organization.
