In a constantly changing world, it is so important that we connect with people who can support our journey and our dreams. The Walzak team understands that one of the most important parts of our journey with you, is our dedication to Intentional Wealth Management; its creation, its growth, and its sustainability throughout the seasons of your life. We endeavour to build the ultimate relationship with each client by using our in-depth knowledge, experience, and compassion to meet your needs in unparalleled ways; by ensuring that genuine care meets financial intelligence in every interaction.
As her client, Victoria's promise to you is:
- To be a dedicated coach who expertly guides you through life’s transitions, such as divorce, the sale of your business, the death of a spouse, caring for parents and children, or the planning or settling of an estate
- To make sense of all the information about money, to reduce its complexity, and to create real value with Intentional Wealth Management processes that look at where you are, where you'd like to be, and then how to use your money intentionally to get there.
- To instill a sense of empowerment and capability as you consider important financial decisions
- To give you confidence that your wealth is well-managed and you’re on track to the future you’ve envisioned, so you can focus on the people and passions in your life
Victoria uses a highly customized approach to deliver this promise and more. She starts by gaining an intimate understanding of your unique ambitions, circumstances and priorities, then leverages her 20+ years of experience in wealth management to design your fully personalized wealth plan.
Combining genuine care with financial intelligence, Victoria will inspire you to take control of your finances and live life with peace of mind. To use money intentionally, with meaning, purpose and direction. Contact us today to share your story and learn how we can help.