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Barbara Malone
Financial Security Advisor


Barbara entered the Financial Services Industry in 1995 and joined The Callery Group as a Financial Security Advisor focusing on Strategic Planning in 1998. She comes with 15 years experience in Civic Administration and Budget Coordination. Barbara is responsible for working with our clients to design their Financial Security Planning Reports. She maintains strong client relationships providing comfort and confidence in the management of their portfolios.

Divorce Financial Analysis Services
As a Certified Divorce Financial Analyst, Barb examines the FINANCIAL issues of a divorce and provides you and your lawyer with supporting data to aid in your case.

She provides a review of the division of assets in a future sense. It may very well look equitable today but once the numbers are tallied and other factors such as inflation, cost of living, taxes, retirement, and any other increased or decreased factors are applied, the outcome may look very different.

Client Testimonial:
"...Your services have been invaluable to me as a bridge between the professional services of the lawyers, evaluators, and accountants.....you have kept me on track and organized....and a voice of reason to myself and family".

Click here for more information on "Divorce Financial Analysis Services".

1-800-399-8523 x228 barbm@callerygroup.com

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Callery Group Associations

Ajax Pickering Board of Trade
Clarington Board of Trade
The Benefits Alliance Group Inc
CFIB Group Insurance Plan


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