Keith Barker Cfp® Email & Phone Number

I am a Financial Planner at Assante Wealth Management, a leading wealth management firm in Canada. I have over 15 years of experience in the financial services industry, and I hold the Certified Financial Planner (CFP) designation, the highest standard of excellence in financial planning.My mission is to help clients realize their financial goals, whether they are saving for retirement, preserving their wealth, transferring it to the next generation, or minimizing their taxes. I specialize in retirement planning and intergenerational wealth transfer, and I offer customized and holistic solutions that address the needs and preferences of each client. I also provide ongoing support and guidance, and I foster long-term relationships based on trust and mutual respect.As a Financial Planner, I leverage my investment expertise and knowledge of the financial markets to design and implement tailored investment strategies that suit the risk tolerance and objectives of each client. I also advise clients on insurance, estate, and tax planning, and I coordinate with other professionals to ensure a comprehensive and integrated approach. I am committed to delivering high-quality service and value, and I always put the best interests of my clients first.

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  Brock University