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Barrie
We provide independent financial planning and estate planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice, and to keep costs down. We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. Dunbrook has been providing financial planning services to families for over 40 years.
Barrie
Trevor Patterson Is compassionate for how people feel, and enjoys the satisfaction of providing his clients with educated advice, so that they can have the confidence that is needed to make good financial decisions. Trevor believes that the clients’ interests and needs come first. If you want to protect your family, income, pay less taxes, get grant money from the government, plan for retirement or have other future saving goals then you should PLAN WITH TREVOR!
Barrie
Bitcoin Financial is the Premier Broker of Bitcoin and Digital Assets for Wealthy Business owners and high net worth individuals in the Greater Barrie Ontario area that have a minimum of $50,000 to invest ​in Bitcoin, ETH, ADA, XRP, BNB, and USDC. What sets us apart? Bitcoin is the digital gold of the 21st century. ONLY YOU control your Bitcoin. Only you control your wealth.
Barrie
I empower clients with innovative retirement solutions based on their Work, Money and Life Goals with my Navigator planning system. I also help blue-collar business owners discover their ideal vision of retirement then build a plan to help them retire within 5 years. I help blue-collar business owners better position their business assets so they can turn them into personal assets and fund their personal visions of retirement.
That the services I provide make a REAL difference in my clients lives; whether it be living the lifestyle they've dreamed of during retirement or making sure they are financially secure if a tragedy were to pay them a visit. I enjoy the process of working with my clients for the uncontrollable events and controllable events in their lives.
Being part of the independent broker channel allows us to be more flexible to our clients unique needs which allows us to shop out the best solution. I created Ravens Rock to offer specialized services with the personal attention our clients deserve . I recognized that our competitors prefer to SELL product, Ravens Rock takes a difference approach; we focus the needs of our clients from a Generational Approach. No other Financial Advisory firm offers this solutions based approach.
We work with our clients through every step of the financial security process including the transfer of knowledge which enables them to be fully educated prior to making any decision. Whether the solution is simple or a complex wealth strategy, we explore all the positives and negatives associated with the decision at hand.
Absolutely! virtually all of our engagements can be performed through video conference. We utilize DocuSign for all electronic signatures when needed.
Covid has certainly changed the landscape on how we conducted business, having said that, most of all out engagements are now virtual.
4.99/5.00
based on 103 reviews
The average rating for Bark Financial Advisors in Barrie is 4.99, based on 103 reviews.
