Making Wealth Management Simple



Oftentimes, wealth management is perceived to be one of the most confusing industries, which has left many people with conflicted feelings about its value and whether they can truly trust a financial advisor. Bold Barrel Financial is committed to protecting the integrity of the profession by offering investment and planning services and quality advice that will not only help clients understand their financial picture, but also ways to better their future. If you live in Burlington, Ontario or the surrounding areas, let's have a conversation about your potential investment solutions. Contact us today.

Planning Tailored Specifically To You



Our goal is to help you reach your financial goals. Whether it's regarding investments, retirement planning, risk management, insurance products or asset management, our financial planners can develop a personalized strategy in order to achieve your financial success. Everyone's life is different, which is why Bold Barrel Financial doesn't believe in a cookie-cutter approach. Instead, a financial planner will work with you to create a written plan for your specific situation. 

We Talk About Everything

We believe wealth management goes beyond money and insurance. Our services include helping you understand all of your personal finances because that helps us determine what needs protection the most. We look at your cash flow, help you reduce your debt, and strategies to reduce income taxes.

Let's work together to come up with a new financial plan

Our financial planner is here to save you time, money, and headaches. Whether you just have some financial questions and want to get to know me, you're looking for different insurance products or you're looking for ways to enhance your investment portfolio for the long run, our financial planners look forward to working with you to ensure your utmost satisfaction.

Protect the assets that you worked hard for

Without insurance in Ontario, financial planning can only take you so far. Sometimes illnesses or accidents happen which may alter the course of your future and force you to tackle difficult decisions you weren't ready for. This is why our financial planners are here; to aid you in your financial planning process as seamlessly as possible so all of your assets and family members are thoroughly protected.

Independent Planning

When it comes to your future and the wellbeing of your family, a financial planner at Bold Barrel Financial is not limited to a specific product shelf. As an independent advisor, we have the freedom to find the right solution for your needs. Whether you need help with retirement income planning or planning your estate, we will find a strategy that works best for you.

Access To Our Business Network



Over the years, we have cultivated an exclusive business network across Canada to support our clients. These are people we trust to ensure our clients are taken care of beyond their financial needs. When you choose Bold Barrel Financial, a financial planner can guide you in the right direction in order to maximize your wealth. From investing options to diversifying your retirement income, we have resources in place to ensure all your needs are met.