John Barnett

Financial Advisor

With 25 years in the financial services industry, I have come to believe strongly in working as an independent advisor, allowing me to give my clients more choices in meeting their financial needs. I am committed to educating and preparing all clients so they can achieve their short and long term goals.

 

One of my target groups would include small business owners. I enjoy walking them through strategies to meet their personal and business objectives – this could result in the client to open their eyes to new possibilities and start dreaming again. Of course, we all have our ups and downs in our business careers. My job is to smooth those transitions out for our community entrepreneurs.

 

Recognizing the growing need for health care protection, I have developed knowledge about disability programs and health care spending accounts. That being said, I have grown passionate about helping families with these special needs. Now being an expert in the area of little-known government programs like RDSP’s and the Federal Disability Tax Credit, I am able to add extra value that would not normally be presented. Allowing families to save for retirement and live more independently.

 

My community involvement is typically family oriented. We participate in the local minor baseball programs, I also have a position on the local source water protection authority as we continue to deal with the Walkerton tragedy. I am part of the planned giving committee for Erie Shore Health Care (our local hospital).

 

Insurance products available through John E. Barnett.