- Adam StaufferBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
- Alan (AJ) PieprzakBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Andrew M MunroBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Andrew PetrasBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Angela ZistererBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Atlantis Financial Inc.BarrieRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
atlantisfinancial.caSee profile → - Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Blake EmmottBarrieTeam at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
- Catherine Belo, CIMBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Chantal Barriault-CraigBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Chantal McNeilyBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Cory JohnsonBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Dan CharboneauBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- David H TranBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Emma NevinsBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Eric DionneBarrieTeam at Wellington-Altus
- Portfolio management and investment advice
- Eric HammBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Galina JohnstonBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Gary LubanBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Graham FergusonBarrieTeam at Wellington-Altus
- Portfolio management and investment advice
- Grant MoyleBarrieTeam at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
- IG Wealth ManagementBarrieTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile → - Team at IG Wealth
- Financial planning
ig.caSee profile → - Joan Kelso, CIMBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jonathan DerrickBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Laura R BrailsfordBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
- Marcelo MillarBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Registration shown on its website
- Financial planning
mccullough-sawyer.caSee profile → - Meghan SimpsonBarrieTeam at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
- Michael RichardsonBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
- Morgan SheridanBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Paul GlassBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
- Peter K HilmerBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Rob KilgourBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Robert JohnstonBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Sandra RamosBarrieTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Registration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
sandraramosandassociates.caSee profile → - Sandra YaquoBarrieTeam at Edward Jones
- Portfolio management and investment advice
- Steve RowleyBarrieTeam at Wellington-Altus
- Financial planning
- Portfolio management and investment advice
- The Madison GroupBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The McIntyre GroupBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The Roy GroupBarrieTeam at RBC Dominion Securities
- Portfolio management and investment advice
Barrie in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Barrie
Where to invest your savings in Barrie: RRSP or TFSA?
Only 28.1% of tax filers in the Barrie area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →How to pass on a home in Barrie and limit probate?
The median dwelling value is $695,000 in Barrie (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
Property taxes in Barrie
Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.
Savings and high incomes in the Barrie area
Among people with income in the Barrie area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Rents in the Barrie area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Barrie?
Advisor Index lists 44 advisory teams and firms in Barrie, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Barrie?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in Ontario
- Toronto · 402
- Ottawa · 138
- North York · 114
- Burlington · 110
- Mississauga · 99
- London · 82
- Oakville · 78
- Richmond Hill · 77
- Windsor · 56
- Kanata · 53
- Waterloo · 47
- Etobicoke · 45
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.