Barker Planning

Barker Planning With 30 years of combined experience in the financial industry, Keith and Carolyn bring a wealth of

Market volatility isn’t just headline noise, it’s a normal part of investing. 📈The real challenge? Learning how to respo...
07/14/2025

Market volatility isn’t just headline noise, it’s a normal part of investing. 📈

The real challenge? Learning how to respond thoughtfully instead of reacting emotionally. 🙇🏻‍♂️

Job change? 👨🏼‍🏭↔️Don’t leave your pension behind. ✏️ In this short video, we explain what it could mean to transfer you...
06/24/2025

Job change? 👨🏼‍🏭↔️

Don’t leave your pension behind. ✏️ In this short video, we explain what it could mean to transfer your pension into an individual account with a financial institution, and how doing so can often offer more control, flexibility, and investment choice 🌳

Learn what transferring it to a LIRA, LRSP, or RRSP with a financial institution could mean for your financial future.

Link in Bio 🔗

Getting ready to do your will? ✒️Find out what decisions you should have prepared before speaking to a lawyer. 🤝
05/27/2025

Getting ready to do your will? ✒️

Find out what decisions you should have prepared before speaking to a lawyer. 🤝

Most people underestimate the right amount of life insurance coverage. 🔎Here are some of the key factors to consider tha...
05/22/2025

Most people underestimate the right amount of life insurance coverage. 🔎

Here are some of the key factors to consider that can make all the difference for your loved ones. ❤️

If you’re buying a home or renewing your mortgage, your lender or broker may offer insurance options 🏡Your home is a sig...
04/01/2025

If you’re buying a home or renewing your mortgage, your lender or broker may offer insurance options 🏡

Your home is a significant investment, so protecting it now is a smart move for the future. In Canada, you typically have the choice between mortgage insurance and personal life insurance ✍🏼

Understanding the differences between these options is essential to making the right decision for your needs.

📲 Reach out with any questions

With the increasing prevalence of investment scams, it’s more important than ever to stay informed and vigilant when it ...
03/27/2025

With the increasing prevalence of investment scams, it’s more important than ever to stay informed and vigilant when it comes to your investments. ✅

This infographic covers some red flags 🚩 that may indicate a potential investment scam. Being aware of these signs can help you protect yourself from fraud and help you make more informed investment decisions.

When considering the First Home Savings Account, there are many questions about how it compares to an RRSP or a TFSA. 🙋🏻...
03/25/2025

When considering the First Home Savings Account, there are many questions about how it compares to an RRSP or a TFSA. 🙋🏻

Since these are all types of savings accounts available to Canadians, it’s important to compare them in order to determine which account will help you achieve your goal of purchasing a home. 🏡

This infographic goes through the key benefits of each and highlights their differences.

📲 Reach out with any questions

Parenting is filled with a lot of planning and finding ways to protect your children along the way. 🏡One thing you can d...
03/20/2025

Parenting is filled with a lot of planning and finding ways to protect your children along the way. 🏡

One thing you can do for your children is to make key financial decisions now with them in mind. Here are some actions you can take to protect your kids financially. ✅

When you are self-employed, it’s important to understand how you are taxed and what expenses are deductible. ✍🏼This info...
03/18/2025

When you are self-employed, it’s important to understand how you are taxed and what expenses are deductible. ✍🏼This infographic will give you some key tax tips so you can be prepared.

One of the easiest things we can do as investors is to simply stay invested.Over a 30 year period, if you missed the bes...
03/12/2025

One of the easiest things we can do as investors is to simply stay invested.

Over a 30 year period, if you missed the best days in the market your returns would have been significantly lower.

Unfortunately, it would be nearly impossible to predict when those best days would be, so the only sure way to make sure you benefit from them is to keep your money invested and stick with the plan.

Explore, Create and Discover 🎨Enjoy an exciting March Break at Hamilton Public Libraries - featuring fun programs, engag...
03/07/2025

Explore, Create and Discover 🎨

Enjoy an exciting March Break at Hamilton Public Libraries - featuring fun programs, engaging activities and special events for all ages and interests! 📚

Free programs for you and your kids including Science 🧪 fun, karaoke, family movies 🍿, farm friend meet and greets 🐐, live music, and even special programs for our littlest community members!

Children up to 4 years old can enjoy puppet shows, singalongs 🎶and drop their favourite stuffies off to a Teddy Bear 🧸 sleepover!

Learn more at the HPL website

https://www.hpl.ca/march-break

As a married or common-law couple, there may be some ways you can reduce the taxes that you pay. 💰 This infographic outl...
02/25/2025

As a married or common-law couple, there may be some ways you can reduce the taxes that you pay. 💰

This infographic outlines some information you should consider when filing your taxes. ✏️

If you’re looking for more insight 📲 reach out and we’d be happy to discuss your personal situation and what strategies are best for your household.

Address

1-1509 Wilson Street W
Dundas, ON
L9G4V5

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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