Welcome To

Our Mission

Bold Barrel Financial was created with a clear focus: to help those that need it get out of debt, then help them reach every goal they can think of. You worry about the logistics of your goals, let Bold Barrel Financial worry about the finances for you.

Kevin Schuster, CFP, CDS

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.

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