Lea-Anne Barker

Lea-Anne Barker

Senior Investment Advisor



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



(905) 456-1565

Office Location

201 County Court Boulevard Suite 402 Brampton, ON L6W 4L2. map


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

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.









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.

Have questions about your financial future?

Click on the titles below to watch more videos from Lea-Anne about wealth planning, stepping into retirement and a legacy toolkit.

Wealth Planning

We all have financial questions at one point or another. Are my finances in good shape? Will I have enough money for retirement? Whatever your personal situation is, it can be important to have a plan.

Stepping Into Retirement

For many, a happy retirement is the ultimate life goal—a time to do all the things you've always wanted. Yet, the excitement of this new chapter can bring a touch of anxiety and hesitation because, let's face it, retirement is a significant life change.

A Legacy Toolkit

Nothing gets built properly without the right tools. The same can be said for building a legacy. If you want to commit your money to the next generation after you pass away, your finances need to be managed with care and precision.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Discovery Process

What do you want to accomplish this year?

What are your goals

What do you value?

What will your legacy be?

What do you value?

What will your legacy be?

How do you feel about wealth?

What are your priorities

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.


Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk

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


TD Economics

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


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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