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Our Services

Photo credit: Tourism Vernon/Don Weixl




We focus on the forest and the trees


We help our clients develop and implement CLEAR • SIMPLE • SOLUTIONS for retirement with:

 


  

 

Retirement Planning

 

 
 

 

Insurance Planning

 

 
 

 

CPP & OAS Strategy

 

 
 

 

Estate
Planning

 

 

 


 
  

 

Investment Management

 

 
 


Investment products (or securities) are provided through Aligned Capital Partners Inc. (ACPI). Please click here for more information.

Important Investment Services Disclosure 


Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”).  Investment services are provided through Fraser Barker Advisory Group, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI/Fraser Barker Advisory Group and covered by the CIPF. Financial planning and insurance services are provided through B&C Barker Wealth Group Ltd.  B&C Barker Wealth Group Ltd. is an independent company separate and distinct from ACPI/ Fraser Barker Advisory Group.

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