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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. –Associate Portfolio Manager
I’ve always been a numbers person. As a pre-teen, I tracked my hockey statistics to see how I measured up against others—an early sign of the analytical mindset that would shape my career.
After attending a presentation in high school about the accounting profession, I knew I wanted to become a Chartered Accountant. I went on to earn my BBA from Simon Fraser University and built the foundation of my career as a CPA, CA. Over the years, I also spent a decade serving as CFO for private enterprises, gaining firsthand insight into the financial complexities business owners face.
Before forming our wealth advisory practice, I interviewed numerous advisory firms on behalf of my clients. During one meeting, I was introduced to the concept of evidence-based investing and given a list of books to read. That research—combined with nearly 30 years of experience in the industry—profoundly influenced how we approach wealth management today.
I joined Gary Huston, the predecessor to our current firm, as an advisor. Gary and I worked closely together until his retirement, at which time he entrusted me with the opportunity to succeed him in the business.
As a CPA, CA, I bring a deep understanding of how tax laws and strategic planning impact wealth management. I provide honest, unbiased advice and a comprehensive perspective on your entire financial picture—not just 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 works in customer service, and our son, an avid golfer, is exploring his career options. I often travel with him to tournaments, proudly serving as his caddy.
Our favorite getaway is Phoenix, Arizona.
I enjoy discovering new restaurants. I also love to cook and share my creations with friends and family.
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Colleen Barker, CFP®
Colleen Barker, CFP®
B&C Barker Wealth Ltd. – Insurance Agent, Financial Planner
Fraser Barker Advisory Group of Aligned Capital Partners Inc. – Senior Wealth Advisor
I embarked on my educational journey intending to become a Chartered Accountant (CA) but ultimately realized that it wasn't the right fit for me. My early career in ladies' retail and fashion allowed me to study clothing and human behavior, laying the foundation for my future endeavors.
A pivotal moment came when I met Gary Huston, who ran a wealth advisory firm. I later introduced him to Brent, and together we made the decision to join forces with Gary, eventually acquiring his advisory firm upon his retirement.
In my financial career, I have always favored straightforward solutions over trading strategies or attempting to outsmart the market. Through extensive reading and participation in numerous conferences, I became a strong advocate for evidence-based investing as the most responsible and sound approach.
I am passionate about working with people and assisting them in their financial planning, particularly focusing on empowering women in various stages of their lives. As a member and former President of Vernon Women in Business, I served as the Chair of the Women of the Year Committee, where I was honored to be nominated as Woman of the Year in 2015. I've also held a position on the Board of Directors for the Vernon Golf Club and participated in the Business Ladies Golf Program at both the Vernon Golf Club and Predator Ridge.
Beyond my professional pursuits, I enjoy spending quality time on the golf course with Brent and look forward to more time in Phoenix. When at home in the winter we like to snowshoe around the golf course and play golf on our home simulator.
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Jake Lockhart, CIM, CLU, CFP®, CHS™
Meet Jake Lockhart – CIM, CLU, CFP®,CHS™
Senior Wealth Advisor
Advisor since 2008, driven by a deep commitment to helping individuals and families achieve their financial goals. From an early age, Jake knew he was called to a career centered on serving others. His approach to financial advising is grounded in clear communication, an unwavering commitment to his clients’ best interests, and a focus on ensuring they fully understand the guidance and strategies he provides.
With over 17 years of experience in the financial services industry, Jake’s comprehensive understanding of the financial landscape enables him to deliver clear, actionable advice that empowers clients to make confident, informed decisions.
Jake holds several respected industry designations, including:
- Chartered Investment Manager (CIM®)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Certified Health Insurance Specialist (CHS™)
- Bachelor of Applied Financial Services, Bissett School of Business, Mount Royal College
He was also awarded the Leslie W. Dunstall Award for achieving the highest marks in British Columbia for the CLU® designation.
Outside of his professional life, Jake enjoys spending time outdoors with his wife, Madison, and their four children: Sam, Emma, Adam, and Ben. Whether skiing at SilverStar Mountain, camping in the summer, or supporting his children in their various sports, family time remains at the center of his life.
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Coralee Jacobson
Coralee Jacobson
Administrative Assistant
Growing up in a small town in Manitoba instilled in me a strong appreciation for community and connection. After moving to Winnipeg for college, I continued exploring new places and perspectives, eventually living in Calgary and then in Australia for eight years. Upon returning to Canada, my spouse and our two children settled in Kelowna. I now connect with the team remotely from Fernie, BC.
I began working with Jake Lockhart in 2019, bringing with me a lifelong passion for customer service. Prior to joining his team, I spent several years in the printing industry and in client-focused roles, where I developed a strong foundation in relationship building and personalized service. I’m known for being deeply client-focused, relationship-driven, and committed to creating positive, meaningful experiences for everyone I work with.
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Emilie Rivard
Emilie Rivard
Administrative Assistant
I have been with the firm since 2023 and am currently working toward earning my Canadian Securities Course (CSC) and Investment Representative (IR) certifications. I enjoy the challenge of learning the intricacies of the financial industry and take pride in helping our clients navigate their financial goals with confidence.
Outside of work, I spend most of my time with my two daughters, Alice and Evelyn. They are my world and keep me happily busy and on my toes. Alice enjoys painting, swimming, and skiing, while Evelyn loves to sing, dance, and build with LEGO.
In my free time, I play water polo with the Vernon Water Polo Club. I grew up swimming and playing water polo competitively throughout my childhood and college years in California, and I continue to have a deep passion for the sport. This past summer, I competed with my team in a lake water polo tournament in Kelowna. I am also taking guitar lessons and enjoy learning new instruments. Music has always been an important part of my life—I played the violin in school orchestras for 12 years.
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Jami Cruikshank
Jami Cruikshank
Front Desk Client Associate
I’m Jami, and you’ll often hear my voice first when you call the office. I hope my cheerful greeting reflects just how much I love my work and being part of our team.
Outside the office, you’ll likely find me on the slopes at SilverStar trying to keep up with my four boys, cheering loudly from the lacrosse stands, or floating on one of our beautiful lakes during the warm summer months. Being outdoors with my boys, surrounded by nature, is when I’m the happiest version of myself.