Jim A. Barnard, RHU, CFP®*

161099 A Line Keppel Owen Sound, Ontario N4K 5N7

If you're like me, you're striving to live life to the fullest. As a husband, father and grandfather, I know you want to protect your loved ones and build your savings to retire your way. As a Sun Life Financial advisor since 1999, I've helped numerous families and businesses to enjoy today while planning for tomorrow. My greatest strength lies in meeting with clients and listening to their financial concerns, before offering bright solutions for their situation. Let's have a conversation

Please feel free to visit my corporate site: J. Barnard & Associate Financial Services Inc.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

Critical Illness
We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.