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Spectrum Financial Strategies

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Spectrum Financial Strategies
Karen Roy
134 Collier St
Barrie, Ontario L4M1H4

(800) 667-0908 | toll-free
705-725-0562 | phone
705-725-0423 | fax

  Click here to email us
Payment Methods
Please call us for our payment methods.
Hours of Operation
Please contact us for our current hours of operation.
Our Memberships

Spectrum Financial Strategies

Financial Services Barrie
  We help individuals and families build wealth but more importantly we aim to conserve it, so you can sleep soundly at night and enjoy life along the way. Let us ... - continue reading »

What's New

Monday, December 18, 2017

Re-using your self-employed business expenses. learn how! Call today! 705-725-0562

Posted at 08:50 AM


Saturday, December 16, 2017

A tax-free way to pay for Long-Term Care #Insurance. Call now to learn more! 705-725-0562

Posted at 08:55 PM


Saturday, December 16, 2017

Tip#001 Don't spend all of your money on Christmas gifts.

Posted at 08:55 AM


Saturday, December 16, 2017

Tip#001 Don't spend all of your money on Christmas gifts.

Posted at 08:55 AM


Friday, December 15, 2017

Let us save you money on the costs of #mutualfund #investments. Call Spectrum Finacial today!

Posted at 01:25 PM


Monday, November 27, 2017

What day of the week do most working folk spend most of their money? Saturdays. In #Retirement, every day is #Saturday! Will you be prepared? Contact us today to develop a #plan that secures the #future of your #money! 705-725-0562

Posted at 08:56 AM


Saturday, November 25, 2017

Living with, or caring for someone with a disability can be emotionally and financially challenging now… but what does the future hold? Let us help you to have an understanding of what lies ahead and enlighten you on the available tools and strategies that can enhance future lifestyle by building and protecting your financial resources. Call today! 705-725-0562

Posted at 08:00 PM


Friday, November 24, 2017

What question do you hear most often? Should I take my CPP at 60 or 65? Every situation is unique. Longevity, Health, Continuation to survivor, income, tax brackets, and the effect on other benefits should be assessed. Call today to book an appointment so we can develop a plan together! 705-725-0562

Posted at 02:24 PM


Friday, November 24, 2017

Did you know that the ON Disability Support Program (ODSP) offers more than just income support to disabled individuals? They also offer employment supports and health benefits to those that qualify. Talk to us! 705-725-0562

Posted at 02:10 PM


Monday, November 13, 2017

Have you talked to your extended family members about their leaving money to your child with special needs and how it may jeopardize their ON #disability support eligibility? We can help educate you on some potential strategies that can be put into place. Talk to us! 705-725-0562

Posted at 08:55 AM


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