It’s not just about money—it’s about you, family, and community.

Money is just fuel for living the life you want, and it's our goal to help you achieve that life.

Working with an independent, experienced Financial Planner means gaining access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. We work in partnership with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it could cost, and when you can likely afford it.

We create tailored investment strategies for households with $250,000 and above. Whether you are approaching retirement, preparing for the next chapter in life, or just starting your investment journey, we can help you increase your financial knowledge and position.

We're here to serve you.

Read what our clients are saying

“Well what you say is so true. You have been helping me with my investments successfully for numerous years and I appreciate your expertise and professionalism. Thank you, thank you, thank you. So happy you and Josh have your own great adventure.”
Beverley T.

“Josh Krar puts his heart and soul into his work and we consider ourselves fortunate to have such solid financial advice during these turbulent times. Been with Josh through good times and bad and his advice has us out performing the market year after year!”
Nicole S.

“Congratulations! Patrick and Josh. All the people you have will never be disappointed. Well done.”
Violet H.

“Josh Krar and his partner in the business Pat are phenomenal people and will truly do what's best for you and always perform in the numbers and expectations.”
James L.

Start the Conversation today! ➥

Wealth Management

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience - and we have a great team of Financial Planners to deliver on this!

Meet the Team ➠

Services and Solutions

Whatever your stage in life, we can help you feel assured with a financial plan containing a variety of investments and life insurance options to meet your short or long term goals.

Learn how we can help ➠

Client Focused

Your financial life doesn’t have to be complicated. Bookmark this page with helpful financial resources, tax tips, an RRSP calculator, and more.

See our financial resources ➠

“An investment in knowledge pays the best interest.”

— Benjamin Franklin, "the way to wealth"

Client Focused. Results Driven.

Let our experts help you reach your financial goals.

Financial Planning driven by integrity.

Investments, Retirement Planning, and Life Insurance for the Barrie area.

Life Insurance to protect your legacy.

Gain peace of mind securing the financial needs of your family or business.

It’s not just about money—it’s about you, family, and community.

Money is just fuel for living the life you want, and it's our goal to help you achieve that life.

We're here to serve you.

Read what our clients are saying

Wealth Management

Services and Solutions

Client Focused

Our Latest Insights & Articles