Archive for the ‘Business Development’ Category


Thank you to the “Modern Approach” group

December 28, 2010

Attached is a nice comment from Andrew P. Murray and his team regarding my Financial Planning Services:


An Update to Christmas and A Modern Approach

December 13, 2010

-Well, things are winding down for the holidays.  Except for a packed schedule of social events, Christmas parties, concerts, performances, business will be slowing down until the week of Jan 5th (unless otherwise needed). The holidays should be a time to socialize with family and friends and recharge your batteries. It is also, believe it or not, a good time to consider (with a relaxed and clear mind) the adjustments you wish to make to your finances for the new year.

Your financial health should be exactly like your physical health- unencumbered with complications. Protecting, saving, and growing a powerful net worth is not complicated. Take the right steps and exercise your plan and you will have energy, choice, longevity, and freedom of lifestyle. Although I am making an obvious analogy, it is important to realize that your mental and physical health is directly linked to your financial health. Both are made stronger on principles of discipline, planning and fun. If you can come honestly to the realization that you will have at least one serious health related complication in your life , you will agree that you must prepare (both physically and financially) so as to limit the damage to your life; and don’t underestimate the damage this causes. A protection strategy partnered with growth of your net worth is a responsible and exciting combination.  This is the only message I wish to have you consider during this holiday break.

-On a separate note, my meeting with Scott Brison was quite successful. I am looking forward to working with him and his group to educate and support local (and non-local) programs and plans that can be implemented to assist families with the financial impact of critical and catastrophic illnesses. As you know, this is a big part (mandatory even) of all of my financial planning strategies and I am happy to support Scott on this and any other related programs.

-Finally, I am proud also to support the initiatives of Andrew Patrick Murray in his “Modern Approach” to Real Estate. He, I believe, is the first to capture the cutting edge of social media and mobile applications for the purposes of assisting the home buying/selling public with their real estate needs. Andrew and his team can provide the entire life-cycle of the home buying/selling experience from one easy to use application. For more, please review his Facebook page at:!/pages/Halifax-Real-Estate-A-Modern-Approach/136668999714884

Also, the official website is:

Thank you for reading and thinking:

See you in (or before) the new year, Jeff H Barrett


Yet another next generation thinker:

December 3, 2010

See Andrew Patrick Murray’s “Modern Approach” business model. Halifax and area based, Andrew has a modern understanding of our generation’s appreciation for fast and efficient mobile- based real estate research.

I am a big supporter of this project. To see how his site will revolutionize your real estate needs, see his website:


Growing Practice…how will you help?

November 30, 2010

Dec 1, 2010


Dear Friends,

Nothing gives me greater satisfaction than protecting my clients against the unexpected and helping them preserve and improve their quality of life. I work hard to offer each individual customized solutions that are right for them, based on their values and needs.

As you know, my expertise is in the area of investment strategies, savings and retirement strategies and for insurance needs including critical illness, disability and life options. As a Representative affiliated with Desjardins Financial Security Independent Network, I am supported by a strong network that gives me access to investment, savings, and insurance products from Desjardins Financial Security and all other major Canadian insurers and to more than 100 mutual fund distributors.

If you know anyone who might benefit from my services, please let me know. I would be pleased to meet with him (her) to discuss how I can help him (her) achieve financial security. Additionally I am offering $100 dollar gift card for each referral that leads to a successful relationship.

My life’s work is to help you build your financial future; I thank you for choosing my services.



Jeff H. Barrett B.A., CIM

Life, Health, Investment Strategy




® Registered trademark owned by Desjardins Financial Security


A Tug of War with your Investments?

November 18, 2010

See our nice add from Advisor Edge Magazine.



September 24, 2010

For Nova Scotia individuals and families (existing clients and new clients included) I will be running a promotional campaign for my Investment Advisory Practice:
Between now and X-mas there are two ways that you can be entered to win one of the two prizes: by contacting me for a no fee, non-committal appointment; or by referring someone to me who “YOU think will benefit from a review. The first prize (for the Fall campaign) is a Kobo eReader!
More to come, including announcement of the X-mas prize!


Fundamental Networking

June 24, 2010

A good article on asking the right questions to a networking prospect: