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Helping You Prosper

for Generations

Providing Creative Financial Services

& Employee Benefit Solutions for Businesses & Families

Call us!

Barrie: 1-800-667-8685 Dunnville: 905-701-1346

We provide our clients with freedom from financial stress and anxiety. 

Create and achieve your dreams while establishing your long lasting legacy.

Customized Comprehensive Planning

Safeguard your business with a plan so when the time comes to sell, you have options that are right for you.

Consolidate your investments to build an effective portfolio - even if you have investments with several institutions.

Protect yourself and your family from unforeseen life events that can have a dramatic impact on your finances and life.

Spend less time worrying about the cost and effectiveness of your benefit plan and more time focusing on your business.

WHAT OUR CLIENTS SAY

They are the only advisory team that I have worked with where I walk away from meetings feeling confident and in control. All my questions and concerns are addressed...

T.M., Professional

The Barnett Wealth Management team is extremely knowledgeable and friendly. Their customer service is phenomenal. It's amazing how quickly they respond to any inquiries...

B.N., Plan Admin, Group Benefits

I feel at home when I work with them. What I find most valuable is the education - I now understand my investments and insurance more than before...

A.R., Business Owner

 

BARRIE OFFICE

39 Collier St.
Barrie, Ontario L4M 1G5

T: 705-726-3350

TF: 1-800-667-8685
F: 705-737-5307

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Connect with us today to ask a question or speak with an advisor.

DUNNVILLE OFFICE

212 Maple St.
Dunnville, Ontario N1A 1G5

Connect with us today to ask a question or speak with an advisor.

T: 905-701-1346
F: 905-701-6024

 

Contact Us Today to Get Started

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