We know what’s at stake because we’ve helped our clients move through different life stages for more than 20 years – through marriage, kids, university, retirement, estate planning. It’s all one continuum. And the continuity is shared. We become as deeply invested in our clients’ wellbeing as we are in their investments. Yes, for us, this is a very personal business. That’s why we’re BarecWealth. One part Barbara, one part Eric and one part your wealth. Add to that the very capable and attentive support of our team. It’s not just about money, it’s about life and living life on your terms. Our pride and joy are the bedrock relationships we build with all our clients. Clearly, we’re not a bank or a giant investment firm, but we offer an even more scientific approach to investing that is complemented by a deep commitment to our clients as individuals.
Every individual has different needs, priorities, preferences, beliefs, expectations and tolerance of risk. That’s why our business will always be person-to-person. We’re gratified that our new “brand”– BarecWealth – reflects more than Barbara and Eric – it’s built on our relationship with you.