Meet Our Team

We are a team of experienced professionals whose top priority is to provide clients with financial services and employee benefit solutions while also helping to build their legacy. Our clients’ best interests will form the basis for all of our decision making.

  • We will always act with the utmost integrity, honesty and reliability.

  • We are focused on building long term relationships not just transactions.

  • We are professional, yet the “personality” of our organization is fun.

There are two offices and two teams each serving clients with different situations and goals. Geoff Barnett and his team, in Barrie, focus mainly on helping business owners and professionals, particularly with employee benefits and insurance. Rob Barnett and his team, in Dunnville, help individuals and business owners who work hard and want to achieve a secure future for their families. Depending on the clients' needs, the advisor will pull in the expertise of other team members to maximize opportunities.

 

Learn more about the each team member's role and unique skill set below.

Office Manager
Marketing Associate
Financial Security Advisor
Marketing Associate
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Marketing Associate
Marketing Associate
Certified Financial Advisor &
Employee Benefit Consultant
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