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Michael Baker

Goodreads Author

Website

https://www.financialblindspotsbook.com

Genre

Nonfiction, Business

Member Since

June 2024

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Michael Baker, CPA, CA, CFP, TEP, is not just a financial advisor—he is a visionary in the world of financial planning and tax strategies using life insurance. With over 25 years as a chartered professional accountant (formerly chartered accountant) and a notable career in owner-managed business consulting, Michael has positioned himself as a leader in transforming financial landscapes. His firm, Baker Wealth, embodies his commitment to guiding individuals and businesses toward financial efficiency, control, and safety.

Michael’s professional philosophy revolves around helping others create a life they love, a principle that extends to his financial advisory role. His approach is informed by the significant changes in the financial sector, p Michael Baker, CPA, CA, CFP, TEP, is not just a financial advisor—he is a visionary in the world of financial planning and tax strategies using life insurance. With over 25 years as a chartered professional accountant (formerly chartered accountant) and a notable career in owner-managed business consulting, Michael has positioned himself as a leader in transforming financial landscapes. His firm, Baker Wealth, embodies his commitment to guiding individuals and businesses toward financial efficiency, control, and safety.

Michael’s professional philosophy revolves around helping others create a life they love, a principle that extends to his financial advisory role. His approach is informed by the significant changes in the financial sector, particularly following the 2016 federal budget. Michael recognized the need for more nuanced financial guidance, especially as it pertains to taxation and the strategic use of life insurance. His belief in empowering clients to control their financial environment is a testament to his dedication to their financial well-being.

Michael’s expertise and accomplishments are substantial. A CPA for nearly three decades and a partner for 12 years, he has provided invaluable audit, tax, and consulting services to a diverse range of clients. His transition to a financial advisor six years ago was driven by his observation that small-business owners and their families require more-holistic financial strategies. His achievements include being a three-time member of the Million Dollar Round Table, earning Court of the Table membership in 2024, and receiving the certified financial planner designation in 2022 and the well-recognized trust and estate practitioner designation in 2024. His unique integration of accounting and tax knowledge with financial services offers clients a distinctive perspective.

Educationally, Michael is well grounded with a BA in economics and a BCom in accounting from the University of Alberta. His professional journey took him to the Cayman Islands for a decade, enriching his global financial perspective.

Michael currently resides in Medicine Hat, Alberta, where he leads a balanced life with his wife, Sabrina, of 21 years and their triplets, two girls and one boy aged 13. An accomplished athlete, he has completed seven Ironman triathlons, a feat that speaks to his discipline and dedication. His insights into the financial world are further shared through his podcast, Financial Blind$pot$.

To learn more about how Michael Baker can assist you in reaching your financial dreams and transforming your life, visit Baker Wealth at www.bakerwealth.ca. His expertise is not just about managing wealth—it’s about enriching lives.

Discover more at www.bakerwealth.ca.
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