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Blue Weath Linkedin Group | Financial Advisor | Barrie
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© 2012 - 2019 Synergy Life Financial

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Email: dsmith@synergylife.ca

 

Phone: (705) 434-0562

 

Address: 30 Quarry Ridge Road, Barrie, Ontario L4M 7G1

Get Started

Is Blue Wealth  right for you?

  • Are you looking to slow down or retire within 10 years?

  • Do you have investable assets outside your business?

  • Are you concerned about when and how you’ll retire?

  • Is your business positioned to sell or transition?

  • Do you know how much your BC business is worth?

  • Are you open to a collaborative approach to wealth creation and management?

  • Are you goal-driven or money-driven?

 

Thank you for your interest in Blue Wealth .

If you’d like to schedule a free 20-minute consultation with me to talk about any of the above, I’d be delighted to hear from you.

TM

TM

Blue Weath Linkedin Group | Financial Advisor | Barrie
Blue Weath Linkedin Group | Financial Advisor | Barrie
10 Tips to Maximize Blue-Collar Wealth | Financial Advisor | Barrie
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Blue Wealth is your 10-year plan
to your ideal retirement.

10 Tips to Maximize
Blue-Collar Wealth

Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.

Blue-Collar Business Owner
Educational Podcast Series

Each month I'll add educational podcasts about making smart decisions in your life and blue -collar business. I reflect on work, money and life.

Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.

TM