Who we work with?
Entrepreneurs
You’re an expert at what you do. Let us facilitate your vision. We’ve spent decades honing our financial expertise and understand how to accelerate wealth and success.
Business Owners
Whether you have a new or established operation, we are here for you. By assessing where you are and want to be, we remove financial blind spots and pave your way.
Real Estate Investors
The real estate market is an excellent space to build assets and wealth. Polish your approach, process and reinforce your financial endgame with a team that understands real estate.
Professionals
As a professional, you seek expertise and integrity in any business relationship, particularly finance. We will earn your trust and ongoing business because we achieve the results you desire.
Our Approach
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Goals
What is possible?
What are your goals? Think BIG. Anything is possible. This step is a goldmine when explored carefully. With a clear financial destination, all you need is the map and the right tools.
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Obstacles
What are the challenges?
What’s holding you back? Is it not knowing where to start or how to improve what you are already doing? It could be fear, risk-aversion or a lack of time to source and implement powerful solutions. That’s where we come in.
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Understanding
Your Guide with Skill Set
How can we best support your unique financial and life goals? The asset accumulation, insurance and wealth planning puzzle is only relevant when it applies directly to your life, lifestyle and business. We’ll find your perfect fit.
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Planning
Gather information
Where are you financially right now? Equipped with your basic (close enough is good enough!) information and goals, we develop a plan that speaks to you. What’s more, it’s one you can implement immediately.
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Action
Go-time
Are you ready to create success? It’s go-time with aligned strategy, organization and education. Let’s start building your present and future wealth today.
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Maintenance
How are things going?
Are things working for you? Yes, we’re still here. We are committed to supporting you for the journey. That’s a Baker Wealth difference. You will receive updates and maybe a Christmas card (or ten).
What Our Clients Say
Justin dyck
Mike is the epitome of this profession. He will take a serious interest in you personally (refreshing) and is consumed with creating a life long experience of (actual) growth for you that fits your goals and needs. I highly recommend Mike.
Imran Pirwany
His enthusiasm, dedication and breadth of knowledge are unmatched among the accountants I have worked with. His trustworthiness and commitment are unquestionable and his integrity sound. His dedication to personal growth and devotion to his family are absolute.
Dion Cullum
We have worked with Mike Baker for close to 14 years. Mike is extremely honest and is an integral part of both our business and family interests. I have personally recommended him to our closest family and friends.
Marcus Cambell
Baker Wealth offers it all. Caring, compassionate - top level service. Mike and his team truly are experts in their field.