Health Spending Account

(403) 214-3300 Pbarry@fmbuilding.ca

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HEALTH SPENDING ACCOUNT

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Barry Financial Inc.
Pat Barry, CLU, CH.F.C.
Pbarry@fmbuilding.ca
(403) 214-3316
254 Cranbrook View SE,
Calgary, AB
T3M 1W6

Linda James, FLMI, ACS
linda@fmbuilding.ca
(403) 214-3316
Fax (403) 246-9291

About

Pat has developed a seasoned expertise to meet the unique requirements of successful business owners and closely-held corporations. He has focused on financial, retirement, employee benefits and life insurance planning since 1976. Now, he is focusing on comprehensive estate planning for high net worth clients. Pat stresses an overall planning approach, sometimes employing outside experts (ie tax lawyers or accountants and investment professionals) to assist clients to accomplish their goals and objectives.

Our Dealer

Mutual funds products are offered through Portfolio Strategies Corporation. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.