Certified Financial Planner
Barry has provided a valuable contribution since joining the Stepright Team in 2007, following a twenty-year career with CIBC. .
Clients who are in the stage of pre-retirement and retirement gravitate towards Barry and seek his advice with their financial planning requirements because of his down-to-earth and approachable manner. Barry works side by side with his clients to help them understand financial concepts in a simple, straightforward manner. He assures them that he will be with them, helping them to address the changes in their lives that will affect their financial future.
Barry understands unique family situations as he has three children, one of whom has autism. He has learned from dealing with a child with special needs that planning for the unexpected is something that everyone needs to do. Barry is passionate about assisting families with “complicated kids”, as he calls them, helping them deal not only with their current needs but also those that may arise in the future.
Barry is a member of the Paris Chamber of Commerce and enjoys working with a variety of clients to assist them to build their financial security, ‘step by step’.