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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"

I deliver my clients comprehensive and uniquely designed financial solutions to help them reach their personal goals and objectives.

My focus is on strategically and sensibly guiding my clients through the various stages of their lives through the lens of an accounting and finance professional. Whether it be education savings, tax reform for small businesses, retirement planning, cross-border investments or tax efficient investment strategies, I help my clients navigate through an ever-shifting landscape by developing and following a well thought out plan.

I take a measured and holistic approach starting with a goals-based wealth plan to help bring clarity and direction for my clients. The wealth plan informs a personalized and carefully constructed investment portfolio and tailored strategies around estate planning, tax minimization and risk mitigation. It is financial organization from start to finish customized to meet the unique needs of my clients.

If you want to learn more about how I can help you, please request an appointment below.

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Previous Newsletters
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018


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


English, French


CPA, CA, CFA, B.Comm

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.


    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

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    MoneyTalk Investing

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    MoneyTalk Life

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    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Half Full, Half Empty

    Managing expectations in a post-stimulus environment

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from my services?