Treshana Walker, CFP, CIM

Investment Advisor & Financial Planner

Phone Number416-842-5510
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Email me

Build Wealth With Clarity, Confidence, and a Plan That Works for You

I help professionals, executives, and business owners make smarter financial decisions through personalized, tax‑efficient wealth planning.

For more than a decade, I’ve helped clients simplify complexity, reduce tax, and build long‑term financial confidence through a planning‑first approach grounded in education and transparency.

Who I Work With 

  • Professionals & executives navigating compensation, benefits, and tax planning

  • Business owners balancing personal and corporate wealth

  • Women building financial independence at every stage of life

How I Help: Your Path to Financial Clarity
A structured approach to align your wealth with your goals.

1. Discovery & Goal Setting

  • Understand your priorities, values, and financial landscape.
  • Outcome: A clear snapshot of where you are and where you want to go

2. Analysis & Strategy

  • Identify tailored solutions to minimize taxes, maximize growth, and protect your wealth.

  • Leverage data-driven insights to address gaps and align strategies with your goals.

  • Focus areas: Tax efficiency, investment optimization, risk management, and estate planning.

3. Personalized Plan

  • Receive a detailed, easy-to-understand plan designed for your unique lifestyle and goals.
  • Clear milestones, actionable steps, and flexible scenarios to adapt to life changes.
  • Result: Confidence in a strategy that evolves with you.

4. Ongoing Support

  • Hands-on support to execute your plan, from account setup to specialist coordination.
  • Regular reviews, proactive adjustments, and expert guidance every step of the way.
  • Access to a dedicated team of experts for life’s unexpected twists.

 

What You Gain

✦ Tax-smart strategies to maximize your wealth and minimize liabilities.
✦ A rock-solid retirement plan designed for your dream lifestyle.
✦ Clear, confident investing with a roadmap tailored to your risk tolerance.
✦ Peace of mind in every major financial decision, backed by expert guidance.
✦ A dedicated team who understands your goals and evolves with your needs.

Ready to Take the Next Step?

Let’s build a plan that supports your goals today and your future tomorrow.

Click this link to book a complimentary consultation

How can we help?

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