Brent Barker, CPA, CA, CFP®
Brent Barker, CPA, CA, CFP®
B&C Barker Wealth Ltd. – Insurance Agent, Financial Planner
Fraser 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.
After caddying for my son at the Canadian Men's Mid-Amateur Championship in Victoria.
Colleen Barker, CFP®
Colleen Barker, CFP®
B&C Barker Wealth Ltd. – Insurance Agent, Financial PlannerFraser Barker Advisory Group of Aligned Capital Partners Inc. – Investment Advisor
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.
Keenan Jespersen CFP®
Licensed Associate
Keenan Jespersen, CFP®
Licensed Associate
My near decade of experience in the financial industry started in a bank teller role, which was my introduction to the industry. I then completed my Bachelor of Commerce at the University of Victoria where I was fortunate to gain exposure to the wealth and investment management side of the industry. After university I joined a wealth management firm, and this is where my passion for providing financial advice started. A lightbulb went off and I began to see how various tools can be used to achieve financial goals. In 2021 I received my Certified Financial Planner designation, with that and my previous experience, I have been putting it all together to service my clients.
I specialize in retirement planning, tax optimizing, estate planning, and investment management. My approach to financial planning is client focused and I believe that each client's situation is unique. I take time to understand your financial goals and objectives, and then together we create a customized financial plan. I am here to provide ongoing support and guidance to ensure that you stay on track towards achieving your financial objectives.
In addition to my career in financial planning, I am also a passionate soccer player. I have been blessed to play in some highly competitive leagues on Vancouver Island and in Ireland. I continue to play in the local leagues here. I am also an avid fan, and on most weekends, I wake up early with my son to watch the English Premier League matches. As a fan I not only enjoy the excitement, talent and athleticism but also analyzing the tactics. It’s interesting to me how each team adapts to the changing dynamics as the game progresses.
When it comes to financial planning, I see many similarities to the tactics on the field. In both soccer and financial planning, there are variables at play that need to be considered to achieve success. Both require a solid game plan, discipline, and the ability to adapt to changing circumstances. This approach has helped me to provide clients with comprehensive financial advice to achieve their financial goals.
Outside of soccer and work, I enjoy as much family time as I can. My wife Taylor and I welcomed our first son, Wells, in June of 2022. He is our absolute bundle of joy. He keeps us busy and always entertained! We enjoy taking him on hikes and showing him the beautiful Okanagan. Taylor and I both grew up in Vernon, so it has a very special place in our hearts. We try to enjoy it as much as we can!
Picnic in the park
Wells showing his support