Robert McEachern Financial
Robert McEachern Financial is a father-son financial planning team based in Barrie, Ontario, dedicated to educating and assisting families in achieving their financial goals. With a holistic approach, they focus on understanding clients' aspirations and crafting a tailored financial plan to help them navigate budgeting, investments, insurance, and retirement planning.
Led by seasoned financial advisors Robert and Scott McEachern, the firm employs a comprehensive six-step financial planning process supported by practical resources and a commitment to serving families without an investment account minimum. Their services extend to education planning, insurance, and financial literacy, ensuring that clients are equipped with the knowledge and tools necessary for a secure financial future.
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