Experienced Financial Advisors Barrie
Are you looking for a trusted financial advisor in Barrie, Ontario, who's as personable as they are professional? Welcome to Innova Wealth Partners, where local connection to big‑city investment expertise meets hometown service. Whether you're planning your retirement, building a legacy, or managing corporate finances, our Barrie financial advisors team tailors its advice to your specific needs.
Our Financial Planning Services in Barrie
At our Barrie office, we bring the same comprehensive service model seen in Sudbury and Toronto, backed by a holistic process we call our “Wealthcare Approach.” We start with a full 360° financial health check, looking at your cash flow, assets, liabilities, financial goals, and long-term dreams. From there, we create a personalized plan designed to grow with you, always with financial independence as the ultimate goal. And as life changes, we continuously monitor and adjust your plan to keep you on track.
Investment Planning
Whether it’s stocks, bonds, ETFs, mutual funds, or even segregated insurance-based funds, we craft portfolios not around benchmarks, but around your life’s vision and tolerance for risk. Plus, as licensed through Innova Wealth Management / Aligned Capital Partners, we tap into a broad range of investment tools.
Retirement Planning
Imagine retiring with confidence, not just hope. We build your financial roadmap using what-if scenarios, projected returns, inflation assumptions, and most importantly, your definition of a secure retirement.
Tax Planning
Taxes are more than filing forms. They’re actually a strategic advantage when optimized. We look at credits, deductions, flow-through shares, income-splitting, and more to keep more after-tax dollars in your pocket.
Mortgages & Lending
Why juggle mortgage brokers and banks when we can negotiate the best rates for you? We leverage referral partnerships to cut through the noise and save you money.
Insurance
From life, disability, travel, critical illness, and home to workplace health benefit plans, we help Barrie clients choose the coverage they need, free from quota-based pressure. Group solutions include pension and benefit plans to support your employees.
What Our Personalized Financial Planning Process in Barrie Looks Like
Innova’s Wealthcare Process transforms stress into clarity with six defined steps:
1. Understand Your Needs & Goals
We start with a friendly but in-depth discussion, covering your questions, your concerns, and your dreams.
2. Gather Information & Analyze Data
We take a holistic approach, using advanced tools to get a clear, detailed view of your entire financial picture. By reviewing everything (e.g., your assets, debts, insurance coverage, taxes, and benefits), we can spot overlooked opportunities and build a stronger foundation for your financial plan.
3. Build Your Financial Plan
Armed with analysis, we construct a layered plan that's tailored to you with strategies for your investment, tax, insurance, retirement, and more.
4. Discuss & Suggest Recommendations
Just like trusted family doctors, we take the time to get to know and understand your individual needs. Then, we explain options clearly and answer every question to help you feel empowered to make the decisions that are right for you.
5. Implement Financial Plan & Strategies
Once you’re confident and ready to move forward, we help bring your plan to life. Working alongside our trusted network of professionals (e.g., accountants, lawyers, and other specialists), we review your financials to make sure every angle is covered.
6. Monitor, Report & Review Progress
Life changes, and so should your plan. We will review, update, and keep you on track so that you will continue to feel confident in your plan.
Who We Work With
In Barrie, we’re proud to serve a wide range of clients:
- Professionals, including doctors, lawyers, and accountants, who want to build strong financial habits.
- Corporations that are looking to benefit from retirement plans, group benefits, corporate tax strategies, and succession roadmaps.
- Individual investors, from first-time investors to pre-retirees, who are seeking clarity and confidence around stocks, ETFs, bonds, or mutual funds.
- Business owners who are growth-minded entrepreneurs in need of structure around income, growth, exit plans, and succession.
- And more.
Our Barrie Area Financial Products and Strategies
At Innova Wealth Partners, we offer a wide range of financial planning services in Barrie to support your goals. Here are just some of the financial products and strategies we offer:
Investment Advisor Services
From stocks, bonds, ETFs, and mutual funds to segregated funds with added benefits like death benefit guarantees, creditor protection, and probate-friendly features, our investment services are designed to support a wide range of client needs, including those managing corporate investment accounts.
Education Funding
Tips and strategies for Registered Education Savings Plans (RESPs) to take the stress out of education planning.
Tax-Smart Strategies
Income splitting, credit recycling, and flow-through share investing.
Mortgage and Debt Management
Streamlined access to competitive lending, paired with cash flow analysis to target unwanted debt and free up cash flow.
Retirement and Estate Planning
Comprehensive retirement forecasts plus estate strategies to make sure your wealth goes where you want it to go, tax-efficiently.
Insurance Solutions
Flexible property, liability, disability, critical illness, health, life insurance, and more, for both individuals and businesses.
Group Plans and Benefits
Custom pension designs and health benefit programs aimed at Barrie-based SMEs ready to invest in their teams.
Ready for a Different Kind of Financial Relationship?
At Innova Wealth Partners, our approach is personal, comprehensive, and rooted in partnership. We’re more than just financial planners; we’re committed educators, sounding boards, planners, and finance advocates who walk beside you at every step. It’s not just about managing your money; it’s about helping you build a strong, confident financial future.
Book a free, no-obligation discovery call with our Barrie team and get started today.