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Blue Weath Linkedin Group | Financial Advisor | Barrie
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Email: dsmith@synergylife.ca

 

Phone: (705) 434-0562

 

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

Why BCBO

I’ve found over the years that helping blue-collar business owners (BCBOs) with financial planning has been the most rewarding and enjoyable work I’ve experienced as a financial advisor. I get to expand my expertise and knowledge in running a good business, not just preparing financial plans and managing money.

Blue-collar business owners are easy to talk to and work with. They readily understand the financial planning and lifestyle risks once they’ve been properly educated and informed. More often than not BCBOs are strong business people and they understand the value of a dollar, investing in their companies, their workforce, their communities and most importantly, their family’s future.

 

Every month we will share real life blue-collar business owner stories within our LinkedIn Group. The concept is to help business owners learn from each other’s experiences and allowing you to connect with industry peers you might want to speak to, learn from or mentor with.

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