As the size and complexity of your investment portfolio increases, so does the amount of time and expertise required to manage it. To meet your evolving needs, we provide personalized expertise and broad financial planning, designed to create a worry-free experience, so you can focus on your own practice or small business. Along with professionals, our practice specializes in working with retirees who have complex portfolios, require pension planning, and insight into the efficient legacy transfer of their wealth.
Working with Barker Planning, means working with a dedicated advisory team, in collaboration with professional experts across the planning spectrum. We carefully structure a full financial plan to meet your unique needs, and manage it with discipline.
We strive to unite all aspects of your financial plan, with the insight to understand your individual circumstances, and the expertise to execute a personalized strategy. Investment advice and solutions are only one aspect of the high level client experience we provide. A successful portfolio will always work in tandem with your entire financial plan. Individualized advice, and value-added services, will help keep your plan on track to meet your long-term financial goals, protect the assets and successful business that you’ve already built, and enjoy your retirement.
We work collaboratively with our partners, and team of experts, in order to offer full Financial Planning, Investment Management, Insurance for you and your business, Estate and Trust Planning, and Tax Guidance. Our goal is to provide you with the highest level of client service, dedicated advice and expertise.
Benefit from our combined 30+ years of experience in Financial Planning and Services, and let us show you the value of working with a dedicated team. You, your family, and the continued success of your practice, or small business, are at the centre of everything we do. Your hard work and dedication have brought you here, let us do the same for you.
About
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OUR TEAM
Keith Barker, CFP®, PFP
Financial Planner
Carolyn Marlor
Executive Assistant
TESTIMONIALS
"When it was time to retire I reached out to Keith and asked questions about stuff I didn’t really know a lot about.
Keith was able to answer all my questions and took the time to make sure I understood and really was able to give me the information I needed to make an informed decision about at a really important time of my life. Retirement time was not easy for me and I needed to know what I didn’t know before making any decisions.
With all of that said the number one reason I chose Keith was because I could TRUST him with my life’s savings. With my family depending on me, I needed to depend on him as well. The best decision I ever made was choosing Keith to look after my family and I."
JERRY
"I think the best investment I made was having you as my financial planner. Thank you so much for all you do."
KEN
"When it came down to retirement I had many questions and was really nervous. You and Carolyn really put my mind at ease and made the transition a pleasant one. Thank you."
DAWN