Contact:
RBC Wealth Management- Treshana Walker Together with my clients, I’ve found that, when we move the conversation from products and performance to what’s actually important to them, we bring greater financial clarity and confidence to inspire them to live life to their fullest. To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns. Read More Here
SERVICES
- Family Wealth Planning
- Charitable Giving
- Retirement Planning
- Business Planning
- Estate & legacy Planning
My Process
Guided by a three-step process, I’ll take the time to understand what you want to accomplish and how to get there with the right solutions to fit your life.
- You’ll share your unique story with me.
- Let’s plan and put it into action.
- We know life is full of surprises. Let’s make changes where necessary along the way.
SERVICE AREA
Greater Toronto Area
Treshana Walker, CFP®
Through a personalized approach and genuine interest in helping her clients grow and preserve their wealth, Treshana works with each client to design and implement a comprehensive financial picture that captures their unique values and goals.
With over 7 years of experience working with high net worth individuals, families and charities, she thrives on building long lasting relationships with clients and getting to know them beyond their finances.
Treshana places a high emphasis on continuing education to better serve her clients. With a background in accounting, She went on to pursue further certifications in financial planning and investment management.
Her passion to serve extends to her larger community. She volunteers with the weekly youth initiatives at her church and belongs to a network that provides mentorship for women.
Treshana enjoys reading, baking bread, learning the piano and painting.
Originally from Jamaica, she currently lives in the St. Lawrence neighborhood of Toronto with her husband Jade.