As financial planners and financial advisors, our promise is to financially guide you through everything life throws in your path. Back in the early 1990s, when Rayner McCullough was looking for the perfect person to take over his successful financial services business, he knew he needed a caring, empathetic individual that shared his strong values.
Shirley Sawyer was honoured to become Rayner's business partner. Over the years, Shirley and Rayner served the financial planning needs of families throughout the Barrie area. Today, Shirley is at the helm of the firm, along with her daughter, Andrea Reid, her son-in-law Barrett Reid, and her "almost-daughter" Kate Kelly.
Shirley Sawyer was honoured to become Rayner's business partner. Over the years, Shirley and Rayner served the financial planning needs of families throughout the Barrie area. Today, Shirley is at the helm of the firm, along with her daughter, Andrea Reid, her son-in-law Barrett Reid, and her "almost-daughter" Kate Kelly.
Services
If you're worried about something right now with regards to your personal finances (loss of a job, devastating illness, university tuition, divorce, mismanagement of investments), take a deep breath. We will make things better. Regardless of your income, we'll create a plan that makes sense for your unique situation that will make your financial future brighter.
When Shirley Sawyer was working as a lab technician in the late 1980s, she certainly wasn't imagining a career in financial services. But that's where life took her when a friend mentioned a job opening for an office assistant at a local life insurance firm. With her warm demeanor and compassionate nature, Shirley was identified as someone with a bright future in this line of work, and was awarded the opportunity.
We have never advertised our business. For the past 46 years, we have operated solely on word of mouth. This is a fact that we are extremely proud of. We have been able to sustain our business based on how we treat our clients and this will forever be the backbone to this company and the reason for our success.
In order to build the financial future you want, you need a blueprint to help you get there. A good financial plan considers your debts, fixed expenses, investments, and all other sources of income to build a smart strategy to achieve your financial dreams. After all, if you have no plan in place to help lead you towards the financial life you want, how can you possibly expect to get there?
Investing in an insurance policy is a critical step in protecting yourself and your family- financially-against life's worst-case scenarios. However, with so many insurance products on the market, it's almost impossible for the average consumer to understand what they need and what they don't. As a result, many individuals are either underinsured, are carrying the wrong type of coverage, or are simply paying too much in premiums.
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