Jeffrey Walker, Financial Planner, Investment and Retirement Planning

06/24/2026

Has investing ever felt too intimidating? Portfolio solutions are managed by a team of investment professionals so that you don't have to make all the decisions. Learn more:

07/14/2025

Selling an investment property can have many financial planning implications, from taxation to investing to paying down debt, it's important to engage a professional. Let's talk.

Send a message to learn more

07/08/2025

Hello again! I’m happy to announce that early this year I started a role as an accredited Financial Planner at RBC. If you’d like to see if you’re on track to be able to retire, let’s talk. If you’re going to be transitioning into retirement in the next few years, let’s talk. If you’re looking to maximize your retirement income, let’s talk!

03/05/2023

Interested in knowing how much you'd be Pre-Approved for? Click the link below!

Thinking of buying a home? Get pre-qualified for a mortgage to see what you might afford. It only takes a minute and won't affect your credit score.

03/03/2023

What is a Tax-Free First Home Savings Account (FHSA)?? - The FHSA is a NEW registered account to help individuals save up to $40,000 on a tax-free basis to purchase their first home. This account has similar benefits to an RRSP and a TFSA. Message for further details!

03/01/2023

Have you been thinking about purchasing an investment property but don't know where to start? Join me in an informative Webinar on everything real estate investing! Please register below. There are two dates to choose from:

Saturday March 4, 11am

https://us06web.zoom.us/webinar/register/WN_cGYqOsDSSkC_QY5f4kh6XQ

Tuesday March 7, 7pm

https://us06web.zoom.us/webinar/register/WN_RBBiX1TGScit39D42UiyUQ