Barry Johnson Financial Group
Barry Johnson Financial Group is a privately held, founder-led financial advisory firm in London, Ontario, founded in 1999 as a division of Barry E. Johnson Insurance Agency Inc., serving individual and business clients with wealth accumulation, life insurance, company benefit plans, and succession planning services.
- Company typePrivate
- Founded1999
- HeadquartersLondon, Canada
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Barry Johnson Financial Group firmographics
Firmographics- Name
- Barry Johnson Financial Group
- Legal name
- Barry E. Johnson Insurance Agency Inc.
- Website
- https://barryjohnson.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Barry Johnson Financial Group is a privately held, founder-led financial advisory firm in London, Ontario, founded in 1999 as a division of Barry E. Johnson Insurance Agency Inc., serving individual and business clients with wealth accumulation, life insurance, company benefit plans, and succession planning services.
- Ownership category
- akta.pro rank
Barry Johnson Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Barry Johnson Financial Group is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Barry Johnson Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Distribution channels1 record
Barry Johnson Financial Group product offering
Product offeringCore offering
Barry Johnson Financial Group is a financial advisory firm providing integrated wealth management and financial planning services to individuals and businesses. Core offerings include wealth accumulation strategies, life insurance products, company benefit plans, and business succession strategies. The firm draws on an integrated team of specialists to deliver thorough analysis and a full range of options for clients planning a secure financial future.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Accumulation Services Financial planning services focused on growing and accumulating wealth over time through strategic investment and savings strategies, intended for individual clients seeking long-term financial security.
- Life Insurance Life insurance products and coverage planning delivered as part of a comprehensive financial security strategy for individual and family clients.
- Company Benefit Plans Employee benefit plan design and management services for businesses, including pension and retirement planning solutions intended for small and mid-sized business owners.
- Succession Strategies Business succession and estate planning services designed to ensure smooth ownership transitions and preservation of wealth for business owners and individuals.
- Financial Planning and Analysis Comprehensive financial advisory service providing thorough analysis, good information, and a full range of options for clients planning a secure future.
Companies that use Barry Johnson Financial Group
Customer profileSegments1 record
Ideal customer profiles2 records
Barry Johnson Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Barry Johnson Financial Group competitors and assessment
Company assessmentEmerging players
- Wealthsimple: Canadian digital wealth management platform offering automated investing, retirement, and tax-advantaged accounts. Not a direct competitor today, but represents the disruptive digital advisory model that traditional firms like Barry Johnson face going forward.
Direct peers
- Raymond James Canada: Independent financial services firm offering wealth management, financial planning, and insurance solutions through advisor-led offices. Comparable in its integrated wealth + insurance + advisory model and founder-led small-office culture.
- IG Wealth Management: One of Canada's largest financial advisory networks, offering wealth management, insurance, and retirement planning through a national advisor force. Directly comparable model of multi-product personal financial planning, though at much larger scale.
- Edward Jones Canada: Branch-based financial advisory firm serving Canadian individuals and small businesses with personalized wealth, retirement, and insurance planning. Closely mirrors Barry Johnson's local, relationship-driven, multi-service advisory approach.
- Investia Financial Services: Canadian mutual fund dealer and financial planning firm supporting independent advisors across Canada. Comparable as a smaller-scale multi-product advisory platform serving individual and small-business clients.
Broad incumbents
- Manulife Securities: Wealth and advisory arm of Manulife offering investment advisory, financial planning, and insurance products across Canada. Comparable in product breadth (wealth, insurance, group benefits) but operates at national scale with significantly more resources.
- Sun Life Financial: Major Canadian insurance and wealth management provider offering life insurance, group benefits, retirement, and investment products. Overlaps with Barry Johnson's insurance and benefits-focused offerings but at enterprise scale.
- BMO Wealth Management: Wealth advisory division of Bank of Montreal offering financial planning, investment advisory, and insurance services. Comparable in its integrated wealth + planning offering targeting business owners and professionals.
- RBC Insurance: Insurance and wealth arm of Royal Bank of Canada offering life, health, and wealth management products. Comparable in offering life insurance and group benefits to individuals and businesses, though with full bank distribution.
- Canada Life: Canadian insurance, wealth, and benefits provider (formerly London Life) with deep roots in Southwestern Ontario. Highly comparable product mix (life insurance, group benefits, retirement, wealth) and overlapping geographic footprint.
Market position
Customer concentration
Barry Johnson Financial Group social profiles
Digital presenceBarry Johnson Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Barry Johnson Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Barry Johnson Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Barry Johnson Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Barry Johnson Financial Group
What does Barry Johnson Financial Group do?
Barry Johnson Financial Group is a financial advisory firm providing integrated wealth management and financial planning services to individuals and businesses. Core offerings include wealth accumulation strategies, life insurance products, company benefit plans, and business succession strategies. The firm draws on an integrated team of specialists to deliver thorough analysis and a full range of options for clients planning a secure financial future.
Is Barry Johnson Financial Group a public or private company?
Barry Johnson Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Barry Johnson Financial Group founded?
Barry Johnson Financial Group was founded in 1999. It employs 1 to 10 people.
Where is Barry Johnson Financial Group based?
Barry Johnson Financial Group is headquartered in London, Canada, in the North America region.
Who are Barry Johnson Financial Group's main competitors?
Wealthsimple is listed as an emerging player. Direct peers are Raymond James Canada, IG Wealth Management, Edward Jones Canada and Investia Financial Services. Broad incumbents are Manulife Securities, Sun Life Financial, BMO Wealth Management, RBC Insurance and Canada Life.
Does Barry Johnson Financial Group have an API?
No public API is recorded for Barry Johnson Financial Group.
What industry is Barry Johnson Financial Group in?
Barry Johnson Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.