Treshana Walker, CFP, CIM

Investment Advisor & Financial Planner


Let's elevate your client experience

Investing is just one key component of managing your overall wealth.

You may also need assistance organizing your financial affairs, minimizing your taxes, protecting your family’s financial security, planning your retirement, or creating an enduring legacy.

With the support of our industry-leading RBC Wealth Management Services team, comprised of legal, tax and financial specialists, we can help you assess your most complex wealth planning needs – and whether you are currently meeting them.
Please contact us to schedule a complimentary, no-obligation second opinion.

I look forward to connecting with you.

How can we help?

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