Financial Planning in Barrie
Rockwater Wealth Management is a financial planner and investment advisor in Ontario, with offices here and in Orillia and Parry Sound. We work with people who are retired or serious about planning for it.
Our Barrie office is at 40 Clapperton Street. Wherever you live, the first step is a free 15-minute phone call to find out if we're a good fit.
Our Barrie office
Meet online or in person
Our team works across our Orillia, Barrie and Parry Sound offices, and about 60% of our client meetings are web meetings. You can work with us from home, or meet us at our Barrie office.
What we help you answer
- How much do I need to retire?
- Will I run out of money?
- Am I overpaying for fees on my investments?
- How do I make sure I am not overpaying taxes, now and in the future?
- How do I build a financial plan?
You get the answers in a plain-English 1-Page Plan, before you pay us any fees.
How we get started
- A 15-minute phone call. We find out whether your needs match what we do. There's no cost and no obligation.
- A discovery meeting. We get clear on your goals, your concerns and your big why.
- Your 1-Page Plan. We analyze your situation, walk you through your plan, and give you time to sleep on it.
Working with Rockwater in Barrie
Where is Rockwater's Barrie office?
At 40 Clapperton St., Barrie, ON L4M 3E7. To reach us, call our Orillia office at 705-259-5334.
Can we meet online?
Yes. Most of our client meetings are web meetings, so you can meet us from home. If you'd rather sit down in person, we can meet at our Barrie office.
Do you work with employers in Barrie?
Yes. Rockwater Employer Solutions advises public and private sector employers on employee benefits, group retirement plans and business insurance.
Do you help with estate planning?
Yes. Estate planning is one of our four services, alongside financial, retirement and investment planning.
How do I book a first meeting?
Book a 15-minute call online, or call our Orillia office at 705-259-5334. The first call is by phone, wherever you live. If we're a good fit, we'll set up your discovery meeting from there.