Fraser Barker Team
For over 25 years, I have been involved in the financial industry as a Chartered Accountant, Chief Financial Officer and Wealth Advisor.
As a CPA, CA I have a deep understanding of tax laws and planning and how it affects your wealth management and can often provide you with answers you can’t always get from your accountant.
Many of my clients at Fraser Barker Advisory Group-Aligned Capital Partners Inc. include successful professionals, accountants, engineers, lawyers, doctors and dentists in the Vernon and Okanagan area. As a Wealth Advisor, I assess each financial situation from a holistic perspective. My role is similar to a coach who works with you to provide guidance and insights about the right way manage your money. From cash flow and retirement considerations, to transition and succession concerns I help you to achieve your desired lifestyle and financial legacy.
Whether you’re planning for retirement or are getting close to retirement, I want to construct a personalized plan that is important to you. What kind of lifestyle do you want now and in the future? Do you have a legacy plan for your family?
If you live in a blended family, financial planning can often be complex. I’ve worked with many clients who have intricate estate planning issues along with other challenging aspects of retirement
Growing your wealth requires a certain amount of risk, but I will give you my honest, unbiased opinion based on my years of experience and provide you with insights and perspective for your complete financial picture – beyond your investments.
My disciplined approach to money also extends to my physical and mental well-being. In my non-working time, I enjoy golfing with my wife, friends and also clients. I am a recreational skier and take part in Crossfit 3 to 4 times a week.
Alida joined the Vernon branch in November 2016. Alida has brought with her an enthusiasm for gaining financial knowledge as well as many years of customer service experience. She looks forward to ongoing education with Fraser Barker Advisory Group.
Alida is happy to be back living in Vernon which is where the majority of her family resides. In her spare time Alida enjoys many of the outdoor activities that the Okanagan has to offer such as kayaking and hiking.