Barry Carson
BA, CFP, CLU, CEA
Certified Financial Planner Professional
About Barry
I’m known as “The Approachable Financial Planner.” Born and raised in Toronto, I’ve worked in the financial services industry since 1985. I specialize in helping pre-retirees and retirees develop thoughtful financial and estate plans that align with their goals and help provide confidence for the future.
I’m the author of Aunt Diggy’s Guide to Retirement Planning for Canadians. I’ve also taught financial planning at Fanshawe College in London and, throughout my career, have had the opportunity to coach and mentor hundreds of financial advisors.
Outside of the office, I enjoy cruising in my 1956 Ford Thunderbird, exploring the beautiful outdoor trails and cheering on the hometown London Knights.
Giving back to the community is an important part of my life. I’m actively involved in a variety of volunteer and charitable activities and believe in making a positive contribution to the community I call home.
About Barry
I’m known as “The Approachable Financial Planner.” Born and raised in Toronto, I’ve worked in the financial services industry since 1985. I specialize in helping pre-retirees and retirees develop thoughtful financial and estate plans that align with their goals and help provide confidence for the future.
I’m the author of Aunt Diggy’s Guide to Retirement Planning for Canadians. I’ve also taught financial planning at Fanshawe College in London and, throughout my career, have had the opportunity to coach and mentor hundreds of financial advisors.
Outside of the office, I enjoy cruising in my 1956 Ford Thunderbird, exploring the beautiful outdoor trails and cheering on the hometown London Knights.
Giving back to the community is an important part of my life. I’m actively involved in a variety of volunteer and charitable activities and believe in making a positive contribution to the community I call home.
Professional Licenses and Designations
- Mutual Funds & ETF’s & Liquid Alternatives License (Ontario)
- Life & Accident and Sickness Insurance License (Ontario)
- CFP Designation – Certified Financial Planner
- CLU Designation – Certified Life Underwriter
- CEA Designation – Certified Executor Advisor
- BA York University
Professional Licenses and Designations
- Mutual Funds & ETF’s & Liquid Alternatives License (Ontario)
- Life & Accident and Sickness Insurance License (Ontario)
- CFP Designation – Certified Financial Planner
- CLU Designation – Certified Life Underwriter
- CEA Designation – Certified Executor Advisor
- BA York University
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Our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.