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Business Succession and Estate Planning

Our experience has led us to believe that your Business Succession and Estate Plan is as unique as your fingerprint.....

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Financial Planning

Financial Planning

Creating a true “Comprehensive Financial Plan” for our clients is the central focus of Barrington Wealth Partners. Our clients like the piece of mind that comes with clarity.

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Investments

Investments

There are a wide variety of investment options, including shares, bonds, mutual funds, real estate and more. Through investment planning, we can identify the most appropriate portfolio mix.

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Risk Management

Risk Management

Our clients trust us to consistently provide sound financial and risk management advice ....

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Values-based Planning

Traditionally, as each of us moves through the phases of life, the time comes to plan for retirement and our future. At this point, important questions arise. Do I have enough to enjoy the life I want? Am I taking advantage of the best investment and tax ideas? Do my advisors have my best interest at heart?

These questions need to be directed to a trusted advisor. Seeking the best answers leads clients to Barrington Wealth Partners.

Finding the optimum path to those solutions is the vision guiding Barrington’s client service approach. Principles such as respect, a caring attitude and a genuine friendship between client and advisor are behind every relationship at Barrington Wealth Partners.

Our values-based planning is grounded in trust, and starts with a confidential conversation aimed at identifying a client’s personal and financial goals.

Current News

Holding a Cottage in Trust Have you ever considered transferring your family cottage to a tru... More detail
Children and Finances Wondering how and when to talk to your children about money? Canadi... More detail
Exchange Traded Funds Our new investing platform with Worldsource Securities also offers ... More detail

Tax Notes

22 March 2011
US Citizen’s and Foreign Insurance US citizens living in Canada are subject to US estate tax on Canadi... More detail
22 February 2011
Attribution and Tax Free Savings Accounts Where one spouse gives money to the other spouse to deposit to a TF... More detail
24 January 2011
Policy Loan Repayment on Death (T1-2009-0327091C6) Policy loans may be taxable when received. However they are deducti... More detail
16 December 2010
Bonusing Down If you have eligible dividends available, you should do the calcula... More detail
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  • Address:
    76 Temple Terrace, Suite 200
    Lower Sackville, NS
    B4C 0A7