CFP®
Conseiller en gestion de patrimoine principal
Mike Barker is a Senior Wealth Advisor at Wellington-Altus Private Wealth. Since 2005, Mike has helped families make smart choices regarding their investments and retirement, while reducing taxes and keeping their fees reasonable. Mike has always focused on providing exceptional customer service to highly successful professionals who, amongst other things, aspire to a work-optional lifestyle. He firmly believes that each client and their family should be contacted frequently and provided with a customized service plan as well as a financial plan. Within his practice, Mike focuses on helping clients make appropriate decisions about their stocks, bonds, and ETFs, and he is the primary developer of financial planning strategies.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.