Treshana Walker, CFP, CIM

Investment Advisor & Financial Planner


Elevate your client experience beyond investment management:

At some point, we all face transitions that can have emotional and financial implications.

That's why it's important to have trusted advisors by your side.

Our wealth management approach extends beyond investment advice and money management by helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.

Every step of the way you are guided with the expert support of our industry-leading RBC Wealth Management Services team.

Our Commitment to Our Clients

• Every client has a written strategic financial plan, revisited regularly

• Every client has an up-to-date Will

• Every client has had a comprehensive estate planning review

• Every client uses tax efficient investment strategies

• Every client has a named and well-considered executor and power-of-attorney

• Every client has a personalized investment portfolio with transparent costs

• Every client has been offered a fully digital experience including online reporting, tax documents, and remote meetings.

Let us help you navigate your finances with confidence and peace of mind.

I look forward to connecting with you.

How can we help?

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