Synergy Life Financial

About

I help Blue-Collar Business Owners™ optimize their finances to retire within 10 years. Financial Advisor - Barrie, ON

Story

I’ve been helping families and businesses understand, plan and implement informed financial decisions for over 20 years. I’ve enjoyed every minute, even through the lean years, bear markets and life challenges, I’ve embraced my role with my clients and their families.

I spent my summers “vacationing” on my uncle’s farm, I know what hard work is. I understand the value of hard-earned money. I understand the importance of saving, protecting and growing one’s wealth – your wealth.

What do I do best?

I help blue-collar business owners discover their ideal vision of retirement then build a plan to help them retire within 10 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.

I call it Blue Wealth.

It’s my passion and my purpose. Visit me at SynergyLife.ca to see if my Blue Wealth Program suits your aspirations for better wealth and an ideal retirement.

Products

Financial Services, Investments, Insurance, Group Benefits