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Lea-Anne Barker

Investment Advisor

  • CPA, CA
  • CFA®

Wealth management that evolves as your needs, priorities and circumstances change over time

COMMITTED TO CLIENT SERVICE EXCELLENCE

BACKGROUND | With over 20 years' experience as a finance professional, I provide a comprehensive and disciplined approach to wealth management. My professional background as both a Chartered Financial Analyst and Chartered Accountant provides me with a unique perspective on the industry. I deliver my clients wealth strategies that are informed by in-depth knowledge of investment management, technical & financial analysis, and effective tax and estate planning.

DISCOVERY | My commitment to you as a client is to really understand your unique needs, circumstances and long-term goals and objectives. My focus is to uncover what you value most, identify your wealth priorities and design a wealth strategy that is unique to you.

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FOUR PILLARS OF WEALTH MANAGEMENT | Once I understand your goals and objectives, I will build and implement a wealth strategy that evolves with you over time. As your needs and circumstances change , so too do your wealth priorities. There may be times along your wealth journey that I can introduce you to other TD Specialists who can provide professional expertise in other key areas such as Estate Planning.

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ADDITIONAL CONTACT

Branch Office: (905) 456-2070
Branch Fax: (905) 456-1949

LANGUAGES

English, French

EDUCATION

CPA, CA, CFA, B.Comm

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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