WEALTH ACCUMULATION

What goals are you striving to achieve?

We build an investment approach geared to your specific goals, based on realistic expectations. This investing profile helps determine how we will construct your Baker Proprietary Portfolio™ and will also be used to establish which assets should be invested in your personalized "Sidecar" account. We realize that markets can turn on a dime and we proactively adjust your portfolio daily to transform these market opportunities into results and ensure your goals are being met.

TAX MINIMIZATION

How are taxes affecting your plans?

Recent changes in tax rates for high-income Canadians have given greater impetus for the need to reduce your tax bill through tax-efficient strategies. We can leverage partners to help you achieve the tax-advantaged strategies you need in areas such as estate planning, Tax-Free Savings Accounts (TFSAs) and charitable giving.

WEALTH PRESERVATION

What is your ideal outcome?

At Baker Financial Group, our team begins by helping you define a clear, comprehensive plan of action based on your goals and needs, which can be adjusted as those requirements change. Despite economic uncertainties, we can help preserve your wealth for your retirement, your family, your business or a charitable organization through life insurance and constant monitoring of your Baker Proprietary Portfolio™.

RETIREMENT PLANNING

What's your plan for retirement?

Retirement can be one of the most exciting and relaxing times of your life, but like all things, it takes a plan to put matters into perspective, whether it's estate planning or an Individual Pension Plan. We will carefully map out your blueprint and adjust the contents as your needs and economic circumstances change.

"Establishing my risk assessment level is very important and is done effectively. Baker Financial Group tailors the solutions to fit."
Jack Hope, Retired Business Owner