Balance Wealth

03/31/2024

Happy Easter from all of us at Balance Wealth

01/01/2024

12/25/2023

Wishing you a very Merry Christmas!

11/30/2023

Happy one year anniversary with Balance Wealth to Steve Walker, B.A., B.Comm, CFP!

Steve started working in the financial services industry in 2003. He excels at long range planning for individuals as well as business owners looking for succession and tax efficient strategies.
Steve earned his CFP (Certified Financial Planner) certification
in 2015 and is a graduate from the University of Windsor, B.A. (1997), and B.Comm. (2002).
Steve partnered up with Balance Wealth Management Group in
2023 after running a successful practice (S.G. Walker Financial Inc.) from 2014 - 2022.
Steve is a proud father to his beautiful daughter and son. Outside
of the office Steve is an avid local musician gracing many of the local stages as well as a volunteer with several local charities as both a volunteer and at the board level.

[email protected], 519-351-0101

11/11/2023

Thank you to all who have served and continue to serve our great country

02/21/2023

A friendly reminder that the RSP
deadline for 2023 is March 1st

Can an RSP contribution help
lower your tax bill?

01/21/2023

Posted 9:27:16 PM. The Operations Assistant will provide sales support and service to advisors and foster…See this and similar jobs on LinkedIn.

12/31/2022

Wishing you a safe and happy New Year from all of us at Balance Wealth Management Group

12/25/2022

Merry Christmas from all of us at Balance Wealth Management Group!

11/11/2022

Never forget