Michael Barker Email & Phone Number

Along with the referrals we receive from our clients, we focus our practice on helping Business Owners and Professionals. We understand that you are busy and do not necessarily want to spend the time planning and managing your retirement plan. We can help you by following a proven process for managing your investments and developing a plan to help save for an income in the future, take that income out when you are retired as tax efficiently as possible, and lastly to make sure that it moves according to your wishes when you pass on.These are a list of some of the common questions that we get from clients:• Should I own Stocks/Bonds, Mutual Funds or ETF's?• How do I invest tax efficiently within my Corporation? How much do I need to save to retire?How much do I need to save each month to reach that goal? Should I choose an RRSP or TFSA account to meet my goals?• How do I maximize the amount of money going to my survivors? How do I look after my family after I am gone?• How do I minimize taxes in my investment portfolio?We specialize in the following areas of financial planning• Regular Face to Face Contact with Our Clients• Rather than just receiving a statement each month we proactively contact our clients on a regular basis• Conservative Investment Management• Defined Benefit and Defined Contribution Pension Decisions• Income Protection Planning• Employee Education Workshops• Estate Planning

Listed skills include Retirement Planning, Investments, Mutual Funds, Wealth Management, and 13 others.