B&C Barker Wealth Ltd. – Insurance Agent, Financial PlannerFraser Barker Advisory Group of Aligned Capital Partners Inc. – Investment Advisor
I’ve always been a numbers guy. As a pre-teen, I tracked my hockey statistics against others to see how I compared.
I became a Chartered Accountant (CA) and Certified Public Accountant (CPA) based on a presentation I saw in high school - I knew that’s what I wanted to be. I earned my BBA in Business from Simon Fraser University, and spent most of my career as a CPA, CA. I also spent 10 years working as a CFO for private enterprises.
Before forming our wealth advisory practice, I interviewed many wealth advisory firms on behalf of my clients. During one interview, I was introduced to the concept of evidence-based investing and given a list of books to read. That research, coupled with what I’ve learned working in this industry for nearly 30 years, inspired how we approach wealth management today.
I joined the predecessor to our current firm, Gary Huston, as an advisor. Gary and I worked closely together until he retired and offered me the opportunity to take over.
As a CPA, CA I have a deep understanding of the impact of tax laws and planning on wealth management. I will always give you my honest, unbiased opinion, insights and perspective on your complete financial picture – beyond your investments.
I met my wife and business partner, Colleen, in middle school. We have two grown children and are active golfers at Predator Ridge in Vernon. Our daughter is a teacher, and our son is an avid golfer exploring his career options. I often spend time following him to events as his caddy.
Our favorite vacation spot is Palm Springs, CA.
I enjoy downhill skiing in the winter and discovering new restaurants. I also love to cook and share my creations with friends and family.
Visit Brent's LinkedIn page
Meet with Brent
After caddying for my son at the Canadian Men's Mid-Amateur Championship in Victoria.
I began my education with the intention of becoming a Chartered Accountant (CA), but decided it wasn’t the right path for me. The early years of my career were in ladies retail and fashion, where I studied clothing and human behavior.
When I moved from the retail industry, I met Gary Huston. He ran a wealth advisor firm. Subsequently, I introduced him to Brent. Brent and I made the decision to work with Gary. We ended up buying his advisory firm when he retired.
Early in my financial career, I was drawn to simple solutions rather than trading or trying to out-smart the market. After doing a lot of reading and attending many conferences, I was convinced that evidence-based investing is the only sound and responsible way to invest.
I value working with people and helping them plan. I’ve spent a lot of time helping women in all stages of life.
I’m a member and former President of Vernon Women in Business. I served as the Chair of the Women of the Year Committee and was nominated as Woman of the Year in 2015. I’ve been on the Board of Directors for the Vernon Golf Club and part of the Business Ladies Golf Program at both Vernon Golf Club and now Predator Ridge.
Brent and I play a lot of golf. We also enjoy spending time in Palm Springs and hope to do more of that soon. I like to ski and snowshoe with our dogs in the winter and have a certificate in interior design, which is a hobby as well.
Visit Colleen's LinkedIn page
Meet with Colleen
I’ve been interested in the financial industry since I was 10 years old. I stumbled across a book about a summer camp where kids learned how to invest in the stock market. The book wasn’t a hit with most of my peers, but I never forgot it.
When I had the opportunity to join Fraser Barker in November 2016, I couldn’t say “no.”. I have taken the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials. I am now a Registered Representative under IIROC. I’m excited to continue my professional education and better serve our client base.
I am thrilled to be living in the Okanagan, with most of my family nearby. In my spare time I enjoy free diving, kayaking, hiking and helping my husband run our prototyping and manufacturing business.
I am proud to call Vernon my home. I was lucky enough to be
born and raised here. I have many happy childhood memories growing up here; from
those hot summer beach days to fresh powder days up on the ski hill and
I am a graduate of Kalamalka Secondary and received my Bachelor
of Commerce degree at the University of Victoria. After obtaining my degree I
gained some experience with another wealth management firm after which I took a
once in a lifetime opportunity to spend time working and playing competitive
soccer in Ireland. It was an amazing experience where I was able to meet incredible
people and see another beautiful part of the world.
After six years in Victoria and two years in Ireland; Vernon
was calling me home. I am happy to have returned to Vernon where I can begin my
career as a Licensed Associate with the goal of becoming a financial advisor. I
look forward to hearing other people’s stories and experiences and assisting
them achieve their financial goals.
Keenan hiking in Glendalough