Barry LaValley, President

Barry LaValley is President, The
Retirement Lifestyle Centre and a
leading educator on the retirement
transition.
He works with both financial
advisors and their clients to help
them understand the non-financial
aspects of this next phase of life,
one that he calls “ Your Second
Life”.
Barry focuses on the psychological
aspects of retirement and those life
issues that directly relate to the
financial decisions that clients
must consider.
His formal education was in the
field of psychology and he has
combined that knowledge with over
thirty-five years in the North
American Financial Services
industry.
Barry’s work has taken him around
the world and he regularly consults
with his clients in Canada, the US
and Australia/New Zealand on
retirement issues.
He is one of the originators of the
“life planning” approach to client
discovery and financial planning in
the US. Of note, Barry was a
consultant to RBC in 2007 with the
launch of Your Future by Design.
Barry has two new books on
retirement for both clients and
advisors. “So You Think You are
Ready to Retire?” was published in
2014 and updated in 2019. His book,
“Your Client’ Retirement” is an
advisor-focused book released in
September 2015.