President, The Retirement Lifestyle Center
Barry LaValley is the Founder of The Retirement Lifestyle Center, and a leading educator and authority on the lifestyle transition to retirement for North Americans. The Toronto Sun called Barry “Canada’s self-help retirement Guru” (April 18, 2007) and he has been widely quoted in the Canadian media on retirement transition issues.
Barry works with individuals, organizations, employers and associations to help them understand and plan for their retirement life. His list of clients has included several major financial institutions in both Canada and the U.S. He has served as Special Consultant on Retirement for The Scotiabank Group of Companies .
LaValley calls the retirement life phase “Prime Time” and has developed programs that will help aging boomers clarify their vision of the future. His company has provided retirement lifestyle planning education, workshop and printed material for the past ten years and he has spoken to tens of thousands of pre-retirees in his popular retirement planning workshops.
Barry has been an active researcher on the topic of retirement transition and has combined his research with a team of professionals on both sides of the border. His extensive work with pre-retirees has given him unique access to the concerns and issues faced by aging boomers as they look at retirement.
In 2000, Barry was named to the Retirement Education Committee of the National Endowment for Financial Education in the U.S. and helped author its report on communicating retirement issues to the general public. This document was considered one of the original outlines of the wealth management approach to client planning. He is also an instructor with the Certified Senior Advisor program in Canada and helps companies, business owners and individual advisors understand how to communicate more effectively with their aging clientele.
In 2002, Barry helped author the book “Your Clients for Life” along with U.S. authors Mitch Anthony and Carol Anderson. This book was designed to help advisors understand the life-transition approach to financial planning and how to help clients understand the financial implications of their life transitions such as retirement. He followed up this book with his own advisor book on the subject entitled “Put the Life Into Your Practice” in 2005.
In addition to his retirement work, Barry is considered a leading authority on client communications strategies through his “Right-Brain Advisor” programs. He has delivered these programs in Canada, the U.S., Great Britain, Hong Kong and Mainland China.
Barry lives in Nanaimo BC with his wife Melissa.