Building lasting wealth is not only about planning, saving and investing. It is about creating a financial and life plan that aligns with your values.
Working in the financial services industry for the past 38 years as a Financial Planner & Certified NLP Coach has taught me that the most successful people have a confident and positive relationship with money. They are also focused and committed to creating a solid financial plan.
I value working with my clients on both creating a healthy relationship with money and a financial plan that is sustainable. I have assisted 1000s of clients over the years and meet you where you are at.
I live in Armstrong with my husband, we are now empty nesters with Ariel, Bohdi and Karma our pets.
I love speaking at events, lead workshops for women and spend as much time out hiking with Ariel as I can. For me, it is not about selling products, it is about matching you with the best available products that will assist you in growing your money and creating wealth which results in peace of mind knowing you can enjoy life in the present moment.
Barbara Wallick, PFP, RIS
Financial Planner
latest news
Mon, 11/11/2024 - 05:00
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.
Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute... Read more
Mon, 11/11/2024 - 04:30
Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner.
Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we often hear reasons... Read more
Mon, 11/11/2024 - 04:00
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of retirement seem... Read more
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