Baker Wealth
Baker Wealth is a financial planning firm in Medicine Hat and Drumheller, Alberta offering insurance, financial planning, group benefits, and investment services. The firm works with entrepreneurs, business owners, real estate investors, and professionals to build wealth and remo
- Emphasis on tax & financial planning
- Long-standing local firm
- 4 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Baker Wealth is a financial planning firm in Medicine Hat and Drumheller, Alberta offering insurance, financial planning, group benefits, and investment services. The firm works with entrepreneurs, business owners, real estate investors, and professionals to build wealth and remove financial blind spots.
Works with both business and personal/family financial interests together
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Long-term client relationships spanning a decade or more
- Business owners seeking integrated personal and business financial guidance
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Medicine Hat families.
Medicine Hat, AB
In their own words.
“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.”
“Baker Wealth offers it all. Caring, compasionate - top level service. Mike and his team truly are experts in their field.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Medicine Hat providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Baker Wealth · this provider | 4 | 5.0 | Tax & Financial Planning |
| Stringam Law | 129 | 4.6 | — |
| Jayne Flaig, Trilogy Mortgage | Mortgage Broker Medicine Hat | 84 | 5.0 | — |
| Swell Private Wealth | 39 | 5.0 | Tax & Financial Planning |
| Schindel Law Office | 37 | 4.8 | — |
| Niblock & Company LLP | 32 | 4.4 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Medicine Hat. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
How long have clients typically worked with Baker Wealth? +
Several reviewers mention relationships spanning 14 to 15 years, suggesting Baker Wealth tends to build long-term client partnerships rather than one-off engagements.
Does Baker Wealth handle both personal and business financial matters? +
Multiple reviewers note that Mike Baker is involved in both their business and personal or family financial interests, indicating a broad scope of service.
Is Baker Wealth recommended for referrals to family and friends? +
Reviewers mention personally recommending Mike Baker to close family and friends, reflecting a high level of trust in the firm's advice and integrity.
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