McBride Robillard Financial Solutions Inc.
Languages spoken: English, French, Spanish
Area(s) served: Financial planning in Barrie, Orillia, Innisifil and Oro Medonte
Know your way forward.
Whether you’re starting your business, developing your career or considering stepping aside. We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners, professionals and their families who need advice to manage complex financial situations.
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Business owners general
Families
Incorporated professionals
Let's work together
For your long-term goals or your short-term needs, I will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/kristian.robillard
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/kristian.robillard
TFSAs, RRSPs, RESPs and non-registered accounts: A comparison
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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