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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

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, cash flow management, retirement planning, 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 contact me for an appointment.

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MONTHLY NEWSLETTERS - TRENDING NEWS

My Newsletter Button.jpg Previous Newsletters
May 2019
April 2019 
March 2019
February 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018

ADDITIONAL CONTACT

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

LANGUAGES

English, French

EDUCATION

CPA, CA, CFA, B.Comm

Helping you achieve your vision of success

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?