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Life Insurance near Barrie Terrace ON (314 Result(s))

Trevor Patterson enjoys providing his clients with educated advice so that they can have the confidence that is needed to make good financial decisions. 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!
Our head office is situated in Barrie, and we are well positioned to service clients from all over Simcoe County incl. Collingwood, Orillia, Midland as well as Barrie. Our team has over 150 years combined experience. We work with individuals, families & small business owners set long-term financial goals through managing risk as well as addressing solutions for investments, income protection, retirement & estate planning. We offer London Life's own brand of savings & investments, retirement income, life insurance, & mortgages, also a broad range of financial products incl. RRSPs (registered retirement savings plans), RESPs (registered education savings plans) & TFSAs (tax free savings accounts) from other leading financial institutions. We have access to the specialists that focus on a wide range of insurance and investment planning products including critical illness, disability coverage, life insurance, estate planning, employee benefits and the effects of tax on your business.
Our family has been with Walton financial for 15 years. Brad and his team have been amazing to work with. And we have made some amazing gains with our investment. Thanks for all you help with our financial goals. We look forward to the next 15 years. Read more
Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
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