Skip to main content

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.

ADDITIONAL CONTACT

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

LANGUAGES

English, French

EDUCATION

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.

    REQUEST AN APPOINTMENT

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

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

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

    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

    Can your kids afford to inherit the family cottage?

    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

    Stashing Your Cash

    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

    Do you know someone who would benefit from my services?