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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.
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. Chris is also licensed as Portfolio Manager which gives our clients added protection. Over the years, we have learned the importance of developing custom solutions for each of our client’s unique needs. We have made it our mission to work hard and value the client’s needs above all by listening carefully and creating customized investment strategies that aim to produce long-term returns with prudent levels of risk.
When you work as a financial advisor, you get to meet all kinds of people. Whether you work with individuals, advise employers on their retirement plan offering, or have a wide range of clients of all sorts, everyone is different, with a unique situation that requires you to come up with solutions to meet their specific needs. You get to dig deep into people’s stories and find out what’s important to them so you can in turn help them plan to preserve those things and protect what matters most to them.
Working for many larger institutions before starting my own financial firm taught me a lot about the industry. What they do right and what they do not so right. My goal was to build on the great practices I learned in my many years in the industry and improve on items that I felt were lacking. I wanted to build a financial practice where the client is always put first, where they have impeccable service and aren't left with wandering questions, where their fees were competitive and fully disclosed, and lastly I wanted to ensure I could offer any product and no so without being incentivized to sell my own product! Today I run that firm and I am very proud of what I have built.
Here is a little bit about me. I run a financial services shop that is fully independent. Being independent allows us to have more investment flexibility and most importantly helps keep costs down! Meaning, we are not tied to or incentivized by any product or company. We will always recommend what is best for you.
We can operate to full capacity online and or remotely. Our technology platform for clients is completely online and our clients can review their assets from their phone, tablet or computer anywhere in the world. We have secure providers for video meetings and for sending important documents online.
To keep our clients safe during Covid-19 we have switch to remote services. We can host our meetings on Zoom or on the phone to suit our clients preferences.
4.95/5.00
based on 112 reviews
The average rating for Bark Financial Advisors in Barrie is 4.95, based on 112 reviews.
