Michels Terry

At our organization, we are dedicated to helping individuals achieve financial freedom by providing tailored financial coaching and guidance. Our commitment to value is driven by trust, reliability, empathy, prudence, and innovation. We strive to contribute positively to the quality of our clients' lives and their financial future. With respect and confidentiality, we prioritize our clients' goals and concerns, working exclusively for their benefit.

Our Process

Our 6-step financial strategy process is designed to help our clients achieve their financial objectives. The process begins with establishing and defining the client-advisor relationship, where we explain and document the services to be provided and define the responsibilities of both parties. We then gather client data and determine goals and expectations, followed by analyzing and evaluating the client's financial status. Our team of experts develops and presents personalized financial strategy recommendations and/or alternatives, taking into account the client's unique situation and goals.

Our Services & Solutions

We offer a comprehensive range of financial products and services designed to meet the specific needs of our clients. Whether you're just starting out or nearing retirement, we can help you feel financially assured with our tailored solutions. Our services include insurance plans, online travel insurance, health and dental insurance, and more. Our goal is to provide our clients with easy-to-understand recommendations, empowering them to make informed financial decisions with confidence.

Meet Barry

Our team is led by Barry Sjolin, an Independent Licensed Advisor with over 25 years of experience as a Financial Advisor. Barry serves clients in British Columbia, Alberta, and Saskatchewan, offering a full array of investment options and ideas, as well as access to most every insurance company in Canada. His expertise and guidance have helped numerous individuals and families achieve their financial goals and reduce financial risks.

Our Commitment to Excellence

At our organization, we strive to exceed our clients' expectations every day. Our ultimate goal is to help our clients surpass their financial objectives, and we are committed to constantly looking for new ways to get them closer to where they want to be. We believe that investing time, money, and energy into working with us should yield maximum value, and we are dedicated to making that a reality.

Get Started Today

If you're ready to take control of your financial future, we invite you to get started today. Whether you have a question or are ready to schedule a meeting, we're here to help. Take the first step towards achieving financial freedom and contact us today.