Treshana Walker, CFP, CIM

Investment Advisor & Financial Planner

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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 our 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.

With our life-transition framework, we take an integrated approach to your financial picture, focusing on identifying possible life transitions and developing strategies to help you take advantage of them or ease the burden of change.

Let us help you navigate life's transitions with confidence and peace of mind.

I look forward to connecting with you.

How can we help?

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