Treshana Walker, CFP, CIM

Investment Advisor & Financial Planner

Phone Number416-842-5510
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Email me

 

You deserve a financial partner who listens, understands, and helps you move forward with clarity. For more than a decade, I’ve helped professionals, business owners, and women navigate major life transitions and build long‑term financial security through personalized, tax‑efficient wealth planning.

My approach is simple: Understand your goals. Simplify complexity. Build a plan that evolves with your life.

I believe financial planning is more than numbers — it’s about confidence, clarity, and creating a future that reflects what matters most to you.

My Philosophy

Financial planning should empower, not overwhelm. I take a “planning-first” approach grounded in:

  • Education: Helping you understand the “why” behind every decision.
  • Transparency: Open dialogue about costs, risks, and opportunities.
  • Long-Term Partnership: Ongoing collaboration to navigate life’s twists and turns.

What I Bring to Every Client Relationship

  • Deep expertise anchored with the support of our RBC Family Office services team
  • A structured, strategic planning process
  • Clear communication without jargon 
  • A calm, supportive presence during life’s transitions and pivotal moments
Treshana Walker

How can we help?

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