Our clients have always found that Barry has a very clear and simple way of approaching their finances. His objective has always been to take the time to identify each client’s specific needs, then to actively involve them in their financial decisions by educating and guiding them through their options. In doing so, he works diligently to create the long term partnerships that are so integral to financial success.
Barry believes that wealth is created over time. This is why he is passionate about establishing these lasting relationships. He works to create flexible and enduring plans that are tailored to individual needs. He values those that choose to work with him and he finds great satisfaction by helping in this pursuit of financial independence.
Barry is a Senior Financial Advisor with over 27 years of experience in the financial service industry. He completed his securities certificate from the Canadian Securities Institute in 1998 as well as his Branch Manager and Senior Partners Officers designation in 1993. Since then he has added the CPCA designation (certified professional consultant on aging) as well as a licence in Life, Accident, Sickness and Disability Insurance with Manulife Securities Insurance Inc.
As an avid Warren Buffet admirer, he will defer to this quote to help sum up his investment philosophy:
“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”
Francine joined our team this winter and is able to service clients in both official languages. She manages incoming phone calls, schedules meetings, and receives visiting clients. In addition to reception, she is responsible for preparing and processing all of the Insurance and Investment documents through this office.
Krissi joined Valcore Planning Solutions / Manulife Securities in 2007. She brought with her twelve years of experience in the customer service industry that she now applies to this financial business. Her responsibilities include handling client inquiries, product and process research, support, and case preparation for the advisor. In addition to these duties, she is also studying for industry licences and designations.