Barbara Wallick

Personal Financial Planner
Investia Financial Services

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)

I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.

Services Offered in RI
  • Taxation planning
  • Investment management
  • Charitable giving
  • Small business planning
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • British Columbia