Certified Financial Planner
Current
Fraser Barker Advisory Group Of Aligned Capital Partners Inc.
Sep 2018 - Present
AeroLeads people directory · profile
Colleen Barker Email & Phone Number
Certified Financial Planner
at
Fraser Financial - Vernon and IPC Investment Corporation
1 work email found
@fraserfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Vernon, British Columbia, Canada
Company size
Who is Colleen Barker? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Colleen Barker is listed as Certified Financial Planner at Fraser Financial - Vernon and IPC Investment Corporation, a with 11 employees, based in Vernon, British Columbia, Canada. AeroLeads shows a work email signal at fraserfinancial.com and a matched LinkedIn profile for Colleen Barker.
Colleen Barker previously worked as Certified Financial Planner at Fraser Barker Advisory Group Of Aligned Capital Partners Inc. and Certified Financial Planner ™ at Fraser Financial - Vernon And Ipc Investment Corporation. Colleen Barker holds Bhe, Home Economics/Marketing from The University Of British Columbia.
Company email context
Email format at Fraser Financial - Vernon and IPC Investment Corporation
This section adds company-level context without repeating Colleen Barker's masked contact details.
*@fraserfinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for Colleen Barker. Compare company email patterns before reaching out.
Profile bio
About Colleen Barker
The financial planning industry can be very complicated and overwhelming. I don’t use jargon; I prefer to keep complex terms and concepts simple. For over eight years, I’ve worked as a Certified Financial Planner to provide sound financial advice and guidance to women and families in the Vernon and Okanagan area.I’m passionate about helping people get clarity about their financial plans and am proud to have developed long term relationships with many of our clients.At Fraser Financial Group we don’t believe in sales charts. We follow a research-based approach and work with our clients to create a well-structured financial plan. During the planning phase, I meet with you to discuss your goals for the future. I meet with you regularly to revisit your goals and ensure your plan is on track.We cover a lot of different aspects of your financial plan focusing on your pre-retirement plan, estate plans and insurance plan.I’ve been a proud member of the Vernon and Okanagan community for many years. I’m a member of Vernon Women in Business, I served as the Chair of the Women of the Year Committee and I was nominated as the Woman of the Year in 2015.I have been the President of Vernon Women in Business, on the Board of Directors for the Vernon Golf Club and a part of the Business Ladies Golf Program at both Vernon Golf Club and now Predator Ridge.In my non-working hours, I love golfing at Predator Ridge Golf Club, skiing or taking part in Crossfit.If you have any questions about financial planning, please contact me at colleenb@fraserfinancial.com or 250 545-5258
Listed skills include Budgets, Team Building, Sales Management, Financial Analysis, and 8 others.
Current workplace
Colleen Barker's current company
Company context helps verify the profile and gives searchers a useful next step.
Fraser Financial - Vernon And Ipc Investment Corporation
6 roles · 30 years
Colleen Barker work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner ™
At Fraser Financial Group and IPC Investment Corporation, we believe in “stew'ard·ship': the moral responsibility for the careful use of money, time and talents”.As a Certified Financial Planner™, I work with a wide range of clients. Our process includes discussing our investment philosophy and taking a full assessment of your current financial situation. I want to know what keeps you up at night and find a solution so that we can best achieve your goals and objectives for pre-retirement and retirement. Using a defined and consistent approach to financial planning, along with our commitment to having a long-term relationship, we help you to develop an achievable plan. We regularly connect with you to ensure your portfolio is on track and still in-line with your life’s objectives.At Fraser Financial Group, we specialize in • Investment Services • Personalized Family Wealth Management• Corporate investments• Estate & Tax planning• Risk Management & Insurance Solutions** • Retirement Income Planning• Efficient Tax planning** Insurance Disclaimer - Insurance products available through IPC Estate Services Inc.For more information about our services please visit http://www.fraserfinancial.com
Assistant Store Manager
As Assistant Store Manager for Rona, I was involved in various aspects of running the store including administration and Human Resources.
Jan 2005 - Jul 2007
Director Of Merchandising
As the Director of Merchandising, I was responsible for supervising 10 merchandisers/buyers for 52 stores in Western Canada. I oversaw the setup, organization and launch for new stores and the relaunch of stores that went through renovations.
2000 - 2004
~4 yrs
Buyer - Paint & Decor Products
Rona (Formerly Revy)
1997 - 2000
~3 yrs
Store Manager
Jul 1989 - Oct 1990
Team & coworkers
Colleagues at Fraser Financial - Vernon and IPC Investment Corporation
Other employees you can reach at fraserfinancial.com. View company contacts for 11 employees →
J(
Jill (Burgess)
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationVernon, British Columbia, Canada
View →
CW
Chuck Webb
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationAbbotsford, British Columbia, Canada
View →
VS
Vera Schipfel
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationVernon, British Columbia, Canada
View →
Jill (Burgess)
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationVernon, British Columbia, Canada
View →
CW
Chuck Webb
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationAbbotsford, British Columbia, Canada
View →
VS
Vera Schipfel
Colleague at Fraser Financial - Vernon And Ipc Investment CorporationVernon, British Columbia, Canada
View →
2 education records
Colleen Barker education
Bhe, Home Economics/Marketing
High School Diploma
Port Moody Senior Secondary
FAQ
Frequently asked questions about Colleen Barker
Quick answers generated from the profile data available on this page.
What company does Colleen Barker work for?
Colleen Barker works for Fraser Financial - Vernon and IPC Investment Corporation.
What is Colleen Barker's role at Fraser Financial - Vernon and IPC Investment Corporation?
Colleen Barker is listed as Certified Financial Planner at Fraser Financial - Vernon and IPC Investment Corporation.
What is Colleen Barker's email address?
AeroLeads has found 1 work email signal at @fraserfinancial.com for Colleen Barker at Fraser Financial - Vernon and IPC Investment Corporation.
Where is Colleen Barker based?
Colleen Barker is based in Vernon, British Columbia, Canada while working with Fraser Financial - Vernon and IPC Investment Corporation.
What companies has Colleen Barker worked for?
Colleen Barker has worked for Fraser Barker Advisory Group Of Aligned Capital Partners Inc., Fraser Financial - Vernon And Ipc Investment Corporation, Rona Inc., Rona Inc, and Rona (Formerly Revy).
Who are Colleen Barker's colleagues at Fraser Financial - Vernon and IPC Investment Corporation?
Colleen Barker's colleagues at Fraser Financial - Vernon and IPC Investment Corporation include Jill (Burgess), Chuck Webb, and Vera Schipfel.
How can I contact Colleen Barker?
You can use AeroLeads to view verified contact signals for Colleen Barker at Fraser Financial - Vernon and IPC Investment Corporation, including work email, phone, and LinkedIn data when available.
What schools did Colleen Barker attend?
Colleen Barker holds Bhe, Home Economics/Marketing from The University Of British Columbia.
What skills is Colleen Barker known for?
Colleen Barker is listed with skills including Budgets, Team Building, Sales Management, Financial Analysis, Insurance, Strategic Financial Planning, Retirement Planning, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Colleen Barker you were looking for.
View similar profiles
