What are the opening hours?

Monday 9:30am - 4pm Tuesday 9:30am - 4pm Wednesday 9:30am - 4pm Thursday 9:30am - 4pm Friday 9:30am - 4pm

Simcoe Wealth - Manulife Wealth Inc.

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Canada
Barrie, ON
Simcoe Wealth - Manulife Wealth Inc.

Financial planning services that aim to grow your wealth and deepen your financial knowledge.

Simcoe Wealth’s Financial Planners, Josh Krar and Patrick Beauchamp, are focused on helping their clients grow their net worth. With a combined 35+ years in the financial services industry, they use their acquired expertise to create tailored investment solutions and customized financial plans. They utilize a wide array of investment products including stocks, ETFs, mutual funds, preferred shares,

and GICs to help clients meet their financial objectives and retirement goals. They use a holistic approach to cover retirement, estate and tax planning for individuals and families. For more information, please visit our website at www.simcoewealth.com or call (705) 734-0480. Legal and Disclaimers: https://www.manulifesecurities.ca/corporate-disclaimers.html

Privacy Policy:
https://www.manulife.ca/privacy-policies/canadian-division-privacy-policy.html

07/10/2026

At first glance, this looks like a great sandwich.
But if you're part of the Sandwich Generation, you know the reality comes with a lot more on your plate.
Balancing your children's future, your parents' needs, and your own financial goals can be rewarding—but it also requires thoughtful planning. Our latest blog explores strategies to help you navigate it with confidence: https://simcoewealth.com/insights-and-articles/financial-strategy-for-the-sandwich-generation

07/01/2026

🍁 Happy Canada Day! 🇨🇦

Here's to family, friends, lakeside hangouts, and the communities we're proud to call home.

From all of us at Simcoe Wealth, we wish you a safe, happy, and relaxing Canada Day! ❤️

06/21/2026

Happy Father’s Day from our families to yours. 💙
Here’s to the fathers and father figures helping build strong futures every day. Wishing you all a day filled with the moments that matter most to you.

05/29/2026

Retirement isn’t simply the end of a career — it’s the beginning of a new lifestyle chapter. Understanding the emotional and financial changes that often occur in the first year can help create a more confident transition into retirement.

Here are a few things that you can expect in your first year: https://simcoewealth.com/insights-and-articles/first-year-of-retirement-what-to-expect

05/16/2026

🌼Wishing everyone a relaxing long weekend and a productive start to gardening season.
Just like investing, the best gardens are built with patience, consistency, and long-term care. 🌱

Happy Victoria Day Weekend! ☀️

05/13/2026

🤔Deciding when to start your Canada Pension Plan (CPP) payments is an important retirement decision. While some Canadians begin collecting CPP at age 60 or 65, delaying until age 70 can offer significant financial benefits. However, this choice depends on many factors.

Learn about the pros and cons of waiting until age 70 to receive CPP payments in this article: https://simcoewealth.com/insights-and-articles/should-you-delay-cpp-until-70-a-strategic-perspective

04/24/2026

👶Welcoming a new child is one of life’s greatest joys - yet it also invites a meaningful shift in your financial landscape.
Parental leave in Canada often comes with a temporary change in income, even with EI benefits or employer top-ups. With the right strategizing, parental leave can be a time of joy and bonding, not financial worry.

In our latest piece, we explore how to prepare financially for parental leave—from understanding your benefits and building a tailored budget, to managing debt and thinking ahead to long-term priorities like childcare and education planning.
Read more here: https://simcoewealth.com/insights-and-articles/financially-prepare-for-parental-leave-in-canada

04/15/2026

Markets hit record highs—then headlines took over. Q1 2026 reminded investors how quickly sentiment can shift amid geopolitical uncertainty. But does volatility signal lasting damage, or temporary disruption? History offers useful clues. 🔎 Explore why staying disciplined through uncertainty may matter more now than ever.

📖Read the full Q1-2026 market update here: simcoewealth.com/insights-and-articles/q1-2026-headline-driven-volatility-returns

04/04/2026

🌷This Easter we’re reminded that the most meaningful moments come from the time spent with the people we care about. ✨ We hope your weekend is filled with laughter, connection, renewal, hearty meals, and warmth.

Happy Easter from our families to yours. 💛🐣🌷

03/30/2026

A fresh week—and plenty of headlines competing for your attention.
But beyond the noise, two things are driving markets right now:
• Rising oil prices and inflation pressure
• Short-term volatility vs. long-term opportunity

It’s easy to get caught in the moment—but in uncertain markets, clarity comes from seeing the bigger picture. When your savings are significant, every decision counts—working with a trusted financial planner helps protect, optimize, and position your wealth for growth through experience and insight.

👉 Read our latest insights: https://simcoewealth.com/insights-and-articles/march-2026-update-middle-east-conflict-and-market-risk

Address

531 Bayfield Street Unit 110B
Barrie, ON
L4M4Z9

Opening Hours

Monday	9:30am - 4pm
Tuesday	9:30am - 4pm
Wednesday	9:30am - 4pm
Thursday	9:30am - 4pm
Friday	9:30am - 4pm

Website

https://simcoewealth.com/

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