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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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Simcoe Wealth - Manulife Wealth Inc.

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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

10/23/2026

It's Friday. We've all been working hard this week. And whether a raise is on the horizon or already in your paycheque, it's worth thinking about how to make the most of it. 🙌
But here's the thing: a bigger paycheque doesn't always mean you're getting ahead financially.
Between everyday expenses, family priorities and the things you've been looking forward to, it's surprisingly easy for a raise to disappear into your regular routine.
The good news? With a little intention, that extra income could help you build more financial flexibility, work toward your long-term goals and create opportunities for the future.
We break down how to make the most of a raise at every stage of life in our latest article.
☕ A little weekend reading that could pay off down the road.
Read the article here: https://simcoewealth.com/insights-and-articles/you-got-a-raise-now-what

10/12/2026

This Thanksgiving, we're reminded that some of life's greatest returns can't be measured in dollars. 🧡
Time spent with family, traditions passed down through generations, and the memories we create along the way are what make it all meaningful.
At Simcoe Wealth, we're grateful for the families who place their trust in us and for the opportunity to help them plan for the things that matter most.
Wishing you and your loved ones a wonderful Thanksgiving filled with gratitude, connection, and time well spent.
Happy Thanksgiving from all of us at Simcoe Wealth! 🍂

09/30/2026

🚨Going to a Barrie Colts game this season? 🏒
We have something exciting for you! 🎉
Simcoe Wealth is giving away 4 Barrie Colts tickets — twice every month! The contest is open to both clients and non-clients.

Here’s how to enter:
👀 Keep an eye out for our advertisement at the arena
📱 Scan the QR code
🎟️ Enter for your chance to win!

At Simcoe Wealth, being part of the community means more than just doing business. We’re proud to support local organizations, families, and the activities that bring our community together.
We hope you’ll join us in supporting the Colts and local hockey this season. 💙 💛

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

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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