In Good Standing
First Certified in 2006

Kara Baker

Wealth Advisor, CIBC Wood Gundy

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Contact info

Phone Number403-382-2025

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Individuals with disabilities Individuals from the 2SLGBTQIA+ community Intergenerational Families New Canadians Professional Athletes Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Agriculture/farm business Cross-border and international matters Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Insurance Investment Professional corporations Socially Responsible Investing (SRI) Retirement planning Small business/Business succession Tax planning Working with professional athletes Working with women

Payment model

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Fee for service: Percentage of assets; Commissions/Trailers; Other

Location

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400 4th Ave South, 1000, LETHBRIDGE, AB, Canada, T1J 4E1

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.