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.
We help with
Business Owners
Grow your business & secure your future.
We help business owners plan for success & navigate financial challenges.
Retirees
Retire with confidence.
Our personalized plans help you achieve a secure & fulfilling retirement.
RDSP
Maximize benefits for your disabled loved one.
Learn how an RDSP can grow their savings & secure their future.
RESP
Plan smart for your child’s education.
Grow their savings tax-free with a RESP & ensure their future success.
Kevin Schuster, CFP
Wealth Advisor
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn’t comfortable with that.
Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That’s how I became a financial planner.
As my client base grew, it became evident that I was focusing on two groups of people – retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.
Why Bold Barrel Financial?
Full Financial Planning Tailored To You
During our meeting, you will be given a written financial plan tailored to your specific situation. We never take a cookie-cutter approach.
We Operate With Honesty & Transparency
We go beyond just money and insurance. We look at how your taxes, debt, and cash flow impact your ability to save, and what needs protected the most.
Independent Financial Planning
We are not limited to a specific product shelf. Instead, we can find the right option that is going to be best for you in a professional and efficient manner.
Access To A Large Network
Over the years, we have cultivated an exclusive network to support our clients. There are many people we trust to ensure our clients are taken care of beyond their financial planning needs.
We Work With
