Meet Our Leadership
Meet Jordan and Erica Barker
JE Financial | Wealth Strategists is led by Jordan and Erica Barker, two people who believe good financial planning starts with a real conversation about your life, your family and your goals.
Our practice is built on personalized service and long-term relationships. We take the time to understand each household, whether you are a family protecting what you have built, a business owner planning personal strategy alongside the company, or a retiree working out how income, taxes and legacy fit together.
Education matters to us as much as the plan itself. We explain options in plain language, show the reasoning behind each recommendation, and stay in touch so your strategy keeps pace with the changes in your life.
Planning for the Long Term
Our focus is helping clients plan with confidence for the years ahead, with a steady, objective view of what protects and grows your financial security over time.
[Add Jordan's credentials] | [Add Erica's credentials]
How We Work With You
Good planning is a relationship, not a single meeting. At JE Financial, every plan starts with listening, is explained in plain language, and stays current through regular reviews as your life changes.
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We start by listening
We take time to understand your goals, your family, and where things stand today, including retirement timing, protection needs, and any business or estate questions.
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We explain your options clearly
Retirement income, tax-aware withdrawals, CPP and OAS timing, and insurance choices can feel overwhelming. We walk through each option in plain language, along with the reasons behind it.
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We build one integrated plan
Insurance, investments, retirement income, and estate considerations are coordinated into one personal strategy, so each piece supports the others.
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We stay in touch
Regular review meetings keep your plan aligned with your life. For more on how planning fits together, see our Our Services page.
What Guides Our Work
To deliver personalized financial strategies that help clients protect what matters today, plan with confidence for tomorrow, and build long-term financial security.
Every recommendation we make starts with your goals and is explained in plain language, so you can make decisions with confidence.
Licensing, Affiliations and Disclosures
JE Financial is committed to transparency. Our licensing, affiliations and privacy information is set out below so you can confirm our credentials before we talk. Details are being finalized and will be published here.
- Ontario life insurance licensing: [Insert Ontario life insurance licensing details]
- Mutual fund dealer or wealth platform affiliation: [Insert affiliation details]
- Insurance and investment affiliation disclosure: [Insert affiliation disclosure]
- Continuing education: [Insert continuing education and professional development statement]
- Privacy Policy: [Insert Privacy Policy link]
- Regulatory disclosure: [Insert regulatory disclosure statement]
Ready to talk through your plan? Contact JE Financial or review our estate and trust planning and wealth management services first.