McCullough & Sawyer Financial

Our Story

At McCullough & Sawyer Financial Services, we have a long and proud history of serving our clients with exceptional financial planning and insurance services. Our story began in 1953 when our founder, Rayner McCullough, became a licensed insurance agent and started offering financial advice and planning to individuals and families in the Barrie area. Today, our team of experts, including Shirley Sawyer, Barrett Reid, Andrea Reid, and Kate Kelly, continue Rayner's legacy of providing personalized financial guidance to our clients.

Our Team

At McCullough & Sawyer Financial Services, we are not just a team of professionals, we are a family. We take the time to get to know our clients, understand their goals, and tailor our services to meet their unique needs. Our team is committed to providing exceptional service and building long-term relationships with our clients. We are a united group, sharing a passion for financial planning and a desire to make a positive impact on people's lives.

Our Services

Our comprehensive range of financial planning services is designed to help you achieve your financial goals, whether you are just starting out or nearing retirement. Our services include:

• Planning Strategies: We will work with you to create a customized financial plan that addresses your unique circumstances and goals.
• Investment Planning: We will help you make informed investment decisions and develop a diversified investment portfolio that aligns with your risk tolerance and financial objectives.
• Insurance Solutions: We will help you protect your loved ones and your assets with the right insurance coverage.
• Estate Planning: We will guide you in creating a comprehensive estate plan that ensures the transfer of your wealth to the next generation and minimizes taxes and probate fees.
• Retirement Solutions: We will help you plan for a secure and fulfilling retirement by creating a customized retirement plan that addresses your income needs and expenses.
• Tax Planning: We will help you minimize your tax liability and maximize your after-tax income by developing a tailored tax strategy that aligns with your financial goals and objectives.

Our Approach

At McCullough & Sawyer Financial Services, we believe that everyone deserves access to quality financial planning and insurance services. That's why we take a comprehensive approach to financial planning, addressing the unique needs and goals of each client. We take the time to listen, understand, and provide tailored solutions that meet the individual's needs. We believe that financial planning is not just about numbers and charts; it's about people and their stories.

About Our Location

We are proud to operate from our office location at 111 Toronto Street, Barrie, Ontario, L4N 1V1. We are conveniently located in the heart of Barrie, making it easy for our clients to visit us and receive personalized service.

Why Choose Us

At McCullough & Sawyer Financial Services, we have built a reputation on integrity, trust, and exceptional service. We take pride in our boutique approach to financial planning, where our clients are treated like family. We believe that financial planning is a personal and individualized process that requires a deep understanding of the client's unique circumstances and goals. We are committed to providing ongoing support and guidance throughout your financial journey.