Strata Wealth & Risk Management Inc.

WEALTH & RISK

MANAGEMENT

Committed to helping you with all of your financial needs with offices in Barrie, ON, Bracebridge, ON & Orillia, ON

OUR FOCUS

At Strata Wealth & Risk Managment Inc. we offer a wide variety of services including Cash Flow Planning, Segregated Funds, Mutual Funds, Life Insurance, Disability Insurance, Business Insurance, Critical Illness Insurance, Health & Dental Insurance, Mortgages, Solutions Banking & Bank Accounts.

Above all of these services we offer you peace of mind that your decisions will be well informed and most suitable for your unique lifestyle.

OUR VISION

At Strata Wealth & Risk Management Inc. we are committed to helping you with all of your financial needs with offices in Barrie, ON as well as Bracebridge, ON. Committed team members to suit all of your financial needs.

We offer London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages, in addition to a broad range of financial products including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) and TFSAs (tax-free savings accounts) from other leading financial institutions. We have access to the professionals that focus on a wide range of insurance and investment planning products including critical illness, disability coverage, life insurance, estate planning, employee benefits and the effects of tax on your business.

At Strata Wealth & Risk Management Inc. our team’s philosophy is simple – we put our client’s first. We achieve this by using a client focused approach with a proven six step process. Going through Strata's financial planning process allows you to achieve financial security at every stage in life. Whether starting a family, planning for retirement or your estate, rest assured Strata will guide you every step of the way.

At Strata what differentiates our team is a unique blend of expertise, work ethic, outstanding client care and simplified solutions, forged together through cutting edge technology, coupled with flexibility, teamwork and unwavering standards. This allows you to focus on what matters most, your health and happiness.