Kara Baker, MBA, CFP®, CIM, CPA
Wealth Advisor
Growing up in Saskatchewan, I learned fundamental values from my family and community - hard work, integrity, and resilience that shaped my outlook on life and finance today.
Throughout my career, now spanning over two and half decades in wealth management I’ve had the privilege of many diverse experiences which has culminated in a wide area of expertise and deep knowledge of investments, tax and retirement planning.
I’ve advised many families, business owners, and professionals in building their wealth. I've always cared deeply for my clients and I've enjoyed helping them and their families over generations.
I've helped clients navigate their major milestones like retirement, and been able to celebrate their successes along the way. I've also been alongside with them in their deepest challenges, such as losing a spouse, or divorce, and so I understand how complicated things can seem.
I believe that when you cherish the work you do and your clients, you really become a true trusted advisor.
Career and Accomplishments
- Certified Financial Planner (CFP)
- Chartered Professional Accountant (CPA)
- Chartered Investment Manager (CIM®)
- Bachelor of Commerce - University of Saskatchewan
- Masters of Business Administration - Laurentian University
Kara Baker: Your Trusted Investment Advisor
Navigating life’s big moments with steady guidance and expertise. 25+ years of wealth management built on trust and integrity.
Kara Baker: Your Trusted Investment Advisor
[Opening Scene]
Hi, I'm Kara Baker. I'm an investment advisor with CIBC Wood Gundy. I've been helping clients manage and protect their wealth for over 25 years.
[Kara’s Philosophy]
Over this time, I've learned that it's more than just about money—it's about the people and what truly matters to them.
[Personal Interests]
I'm always on the move. In winter, I enjoy skiing; in summer, I paddle or take walks in the coolies. Being in nature gives me a broader perspective, which I bring to my work by supporting clients with clarity, focus, and calm.
[Background and Values]
I grew up in Saskatchewan in a hardworking family that instilled values like integrity, resilience, and being thoughtful with money. Many of my clients share these values. They've worked hard for their money, built something meaningful, and want to protect it for the future.
[Client Focus]
Many of my clients are navigating significant life transitions—retirement, business changes, or other major events. These moments can feel overwhelming, but with the right plan and a steady partner, they become opportunities for growth.
[Trust and Relationships]
My clients trust me because they know I have their best interests at heart. I'm the person they call for advice—not just about finances, but about life.
[Closing Message]
That's the advisor I strive to be: calm, clear, and committed for the long run. If you're looking for a trusted partner to guide you through your next chapter, I'd love to connect,