Barry LaValley
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Barry LaValley founded the Retirement Lifestyle Center and is a leading authority in North America on the life planning approach to financial planning, also known as Wealth Management. Barry has spoken and written extensively on the subject in both Canada and the United States. He is a twenty-five year veteran of the Canadian Financial Services Industry and is a well-known speaker on retirement planning issues for clients as well as practice management and communications issues for advisors. In that time, Barry has counseled thousands of North Americans on retirement goal setting and planning.
In 2001, he collaborated with Mitch Anthony and Carol Anderson to write the book “Your Clients for Life—the definitive guide to the life planning approach for advisors.” The Retirement Lifestyle Center’s new book on the subject, “Put the ‘Life’ into Your Practice, was published in 2005 and is an updated look at the life planning or wealth advisory approach. Barry is currently finishing a new book in association with Ron Cote entitled "Connect the Dots--the wealth advisory communications process".
Barry LaValley is a founding member of the Canadian Initiative for Elder Planning Studies and is a member of the faculty of the Canadian Association of Senior Advisors.
The Retirement Lifestyle Center is strengthened by research conducted by experts in both Canada and the United States on retirement issues, coaching strategies etc. The company also has partners who deliver their programs to their clients on both sides of the border.
Barry LaValley lives in Nanaimo British Columbia with his wife Melissa and son Peter. Further information can be accessed at www.retirementlifestyle.com
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