Creating Financial Futures as Unique as You

Helping you make financial decisions that suit your needs.

Making Wealth Management Simple

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

Kevin is a second-generation financial planner who began his practice in 2014. Starting with one of Canada’s prominent captive institutions, Kevin quickly realized that the best way to serve his clients was by offering truly unbiased advice. In 2019, he transitioned to the independent advisory world, freeing him from the pressure to promote specific funds and allowing him to focus solely on his clients’ best interests.

Over the years, Kevin has honed his expertise in serving two key client groups:

The first is business owners. With his extensive experience and knowledge of strategic financial planning, Kevin helps business owners uncover and leverage opportunities that can maximize their financial outcomes, allowing them to dedicate more time and energy to growing their businesses.

The second group includes individuals who are either approaching retirement or have recently retired. While many advisors stop at managing investments, Kevin takes a more comprehensive approach. He develops tailored plans that address not only investment strategies but also income needs, legacy goals, and estate planning, ensuring that clients feel secure both during retirement and in leaving a lasting impact for future generations.

Kevin’s commitment to independence and client-first service is reflected in his tailored solutions and long-lasting client relationships. If you’re seeking a dedicated partner to guide you through the complexities of financial planning, Kevin is here to help make those goals a reality.

Why Bold Barrel Financial?

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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.

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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.

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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.

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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