Working with Treshana as our RBC Investment Advisor and Financial Planner has been an incredible experience. She has played a key role in helping my immediate family develop a clear, practical, and successful pre-retirement strategy. Her guidance is thoughtful, her communication is always clear, and her dedication truly goes above and beyond. We feel confident about our future because of the support and expertise she provides. Thank you, Treshana, for your endless commitment and care we are truly grateful.
- Steve
The experience we had working with you on establishing a retirement portfolio for the two of us has been wonderful. We would highly recommend your services. Our favorite thing would be your patience in explaining the world of personal finance, of which we had very limited background knowledge. We are very comfortable that you have understood our wishes in regard to the types of investment we are interested in, and your advice has always been we feel, in our best interests. Our situation was the onset of having to convert RSP accounts to RIF accounts due to our age. We really needed some sound financial help and advice which we have received for almost four years now, and going forward.
- S.H & J.H.
Treshana is phenomenal! She is extremely bright, passionate and knowledgeable. I feel comfortable relying on her suggestions and recommendations as she has proven to be trustworthy and competent. It is a pleasure working with her and she is the main reason I do business with RBC. I would wholeheartedly recommend Treshana to anyone considering doing business with RBC. She is patient, explains products and services in detail, allows clients to go at the their own pace and is not overbearing or aloof. She is readily accessible and communicates well. Whether you are a seasoned investor or pedestrian in your experience, Treshana will patiently support you and guide you. My favourite thing about working with Trish is her personality. Her effervescence and exuberance makes it a joy to interact with her. I am a novice when it comes on to finances and lack confidence to make important financial decisions. Treshana makes it easy for me to understand what to do and makes me feel comfortable navigating the treacherous financial waters.
- T.E.
Working with Treshana for over three years has had a meaningful impact on my financial planning. She is genuinely committed to helping me achieve my goals, takes the time to understand my needs, and explains strategies in a clear and practical manner. Her support extends beyond advice, she also connects me with other RBC professionals to help achieve my broader financial objectives. I am very thankful
- Alice
Working with Treshana Walker has given me clarity and confidence about my financial future. She consistently demonstrates deep expertise and integrity, explaining complex financial concepts in a clear, easy-to-understand way while always acting in my best interest. Treshana is highly approachable and takes the time to ensure I feel comfortable asking questions, never making me feel rushed or overlooked regardless of the size of my portfolio. She truly understood my priorities and created a plan that felt tailored rather than generic, and thanks to her thoughtful, transparent guidance, I feel more organized, more confident, and better prepared financially than ever before. I would and have recommended Treshana without hesitation to anyone seeking honest, knowledgeable financial guidance.
- V.C.
Treshana is focused on client service, a service defined by efficiency, commitment and clear, timely communication. She listens well. Treshana is as approachable in person as she is by phone or email. I trust Treshana as an advisor because of her extensive knowledge and always feel that she has my best interest at heart.
- Rudy M.
My wife and I enjoy traveling several months of a year, so I sometimes need the foreign currency with short notice. Such a case I contact her and she prepares the money on time. We are very pleased her general financial assistant as well. She is very reliable, and we have been satisfied her service since we became her client several years ago.
- K.S. & Y. W.
