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Investment Management

Photo credit: Tourism Vernon/Steve Austin





Investment Philosophy


We are “evidence based advisors.”

We focus on what we can control:

  • Keeping fees and costs low
  • Deferring or eliminating taxes
  • Globally diversifying your portfolio
  • Tilting your portfolio towards factors that correlate with higher expected returns over the long term
  • An appropriate asset allocation (the division of your portfolio between stocks, bonds and cash), based on your ability, willingness, and need to take risk.


One of the mutual funds companies we use is Dimensional Fund Advisors. Founded in 1981, Dimensional has a long history of applying rigorous academic research to practical investing. It manages USD 582 billion, and offers a full range of equity and fixed income strategies designed to target higher expected returns.  We also include selected Exchange Traded Funds (ETFs) that are in following our investment philosophy and continually explore soluitons that are consistent with an evidence based investment approach.


Brent and Colleen are both registered to provide investment advice and to offer securities products in the provinces of Alberta, British Columbia, and Ontario and registered to offer securities products in Manitoba.

All your assets are held in accounts in your name by our carrying broker, National Bank Independent Network (NBIN).  NBIN is Canada’s premier provider of custody and brokerage solutions.  

National Bank Independent Network (NBIN) is a division of National Bank Financial Inc. (NBF Inc.), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF Inc.  NBF Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).  NBF Inc. is the Carrying Broker for the Investment Dealer with whom you opened your securities account.  Your Investment Dealer is independent of NBIN and has retained NBIN to provide certain record keeping and operational services which may include execution and settlement of securities transactions, custody of securities and extension of credit on margin transactions. For more information: https://www.nbin.ca/repositories/publicsite/about.html

Our Fees



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Brent Barker and Colleen Barker are registered to provide investment advice and securities to clients residing in the provinces of Alberta, British Columbia and Ontario. Securities products are provided through Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.