Welcome to my website!
I look forward to an opportunity to connect with you and deliver a high- value client experience.
There are many products, services, and pitfalls in the wealth management world. It can be overwhelming and confusing.
My role at RBC Wealth Management is to help make it simpler, so you and your family can make smart financial decisions and enjoy great outcomes.
I’ll coordinate and work with your professionals and our internal team of specialists to present a consolidated view of your plan and work with you over the years to make sure it’s up to date with your current situation and ideals.
With over ten years of experience working with business owners, families, and charities, I am passionate about building long-lasting relationships with my clients and getting to know them beyond their finances. Additionally, I believe in the power of continuing education to better serve my clients. With a background in accounting, I have gone on to pursue further certifications in financial planning and investment management.
My passion to serve extends to my larger community through women and youth development initiatives with local charities and my faith-based programs.
Send me an email at treshana.walker@rbc.com or feel free to phone me at 416-842-5510 to introduce yourself.
I look forward to hearing from you.