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.
Brent and Colleen are both registered to provide investment advice and to offer securities products in the provinces of Alberta, British Columbia, and Ontario.
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.
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
ACPI Complaint Resolution | ACPI Privacy Policy
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.