Lea-Anne Barker
Phone
Office Location
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.
Certificates
CPA, CA
CFA®
Languages
English
French
Education
B.Comm
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.
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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.
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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.
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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.
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Your Goals, Our Priorities
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
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Helping achieve what truly matters to you and your family.
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 Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Tailored Solutions
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
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
Article
Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
Article
Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
Article
Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.