Monday - Friday from 9:30am - 4:30pm
We are located in the plaza beside the Georgian Mall in Barrie, ON.
Simcoe Wealth’s Certified Financial Planners, Josh Krar and Patrick Beauchamp, are focused on helping their clients grow their net worth and knowledge. With a combined 34 years in the financial services industry, they use their acquired expertise to create tailored investment solutions and customized financial plans. They utilize a wide array of investment products including stocks, ETFs, mutual funds, preferred shares, and GICs to help clients meet their financial objectives and retirement goals. They use a holistic approach to cover retirement, estate and tax planning for individuals and families.