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Testimonials


"Barry's principals and approach to life planning have helped me and my clients develop exciting new opportunities and perspectives on how to live your best life.  My clients look towards retirement full of hope and enthusiasm because they know that they have all the plans in place to live the "Second Half" to the fullest."
Richard Walter, CFP, Investors Group


Barry spoke to a full house of 800 members of Coast Capital Savings in Victoria. Response from members and staff were overwhelmingly positive. Comments such as:
"...this wasn't just about money, Barry covered areas which we should all be thinking about in preparation for retirement..."

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Another couple aged 52, raved about how well organized and presented the presentation was. It has changed the way her and her husband are planning their retirement".
Val Cuvelier, General Manager, Coast Capital Savings

"In 17 years as an Investment Advisor ~ holding client seminars and presentations ~ never have I seen a client audience so interactive and animated. I have never received such positive reviews after such an event as I did here!"
Alison Keane, Branch Manager, Nesbitt Burns

"Barry LaValley recently spoke to a group of 125 of our very best clients. Their response was overwhelmingly positive! They commented on his humor, outstanding speaking skills, timely and motivational material and excellent organization. Many stated that it was the best seminar we have ever offered and all felt it was time well-spent. With that kind of reaction we will certainly have Barry back again!"
Heather Compton, Vice President, Senior Investment Advisor, Calgary

“ We have showcased Barry LaValley across Canada on several occasions and have received strong reviews on his performance. He seems to have hit a nerve when he talks about Retirement Lifestyle planning and attendees at our presentations were both informed and entertained.”
Myles Morin, Vice President, Wealth Management, Manulife Financial

"It's a great and wonderful presentation! Definitely motivating, inspiring and thought provoking! I wish I had brought my 74 year old father as I think this would also benefit him a lot by motivating him with all the meaningful suggestions."
Mary and Ken Low, Richmond, B.C.

"Excellent - It made me think about retirement in a totally different way. Good call to action - I will really try to take up the challenge."
Allan Burne, Edmonton, Alberta

“Wow! You’ve outlined very well what I’ve had bouncing around in my brain. It is well presented and very thorough! Your vision and insight is truly outstanding.”
Steven Shagrin, Past President, Int’l Association for Life and Retirement Planning, Canton, Ohio

"The best seminar I have attended. It was funny, emotional and informative. Now I want to take a good look at my life and try and found out what I really want and need!"
Christina Meeuwen, Windsor, Ontario

"My husband and I are retired, this was a wonderful refresher!"
Eva Tremblay, Point Claire, P.Q.

"This was so helpful. I enjoyed all the information and especially having a guide to help me work through this. Mr. LaValley is an excellent presenter, thorough, clear and entertaining. Thank you."
Bill Evans, Burlington, Ontario

“Barry LaValley’s Retirement Lifestyle seminar is an example of the unique value that he brings to his clients. I recently attended one of his sessions and have changed my retirement philosophy from “Freedom 55” to “Freedom 35”
Duff Young, Author and Columnist

“Barry LaValley was very well-received by the attendees at our recent money show in Winnipeg. His information and delivery style received rave reviews from the audience. We would not hesitate to bring him back again.”
Marnie Straith, The Winnipeg Free Press

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