Walker Wealth Management Advisory Group
Toll Free: +1 (800) 387-1865
Fax: (416) 369-8987
Lynn Walker | MBA, CFP, EPC, CIM, FCSI, CSWP | Portfolio Manager
We help affluent individuals and their families to simplify and organize their financial affairs.
"We specialize in wealth management for clients with complex financial requirements. We plan, organize, and simplify their financial affairs to help them achieve their optimal quality of life and peace of mind."
Relationships are based on the highest ethical behavior and competence, privacy and confidentiality, respect and service. We build long-term relationships through customized financial planning, personalized services and client convenience.
Lynn has been a trusted professional investment advisor since 1997. She obtained her Masters of Business Administration (Finance) from Queen's University and has subsequently concentrated her studies in all areas of portfolio management, financial planning, tax planning and estate planning. Her professional designations include the Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, and Chartered Strategic Wealth Professional.
Lynn also has her Level II Life and Disability Insurance License and is registered and licensed as an Portfolio Manager in Ontario, British Columbia, Alberta, New Brunswick, Nova Scotia and Quebec. This allows her to bring a comprehensive approach to bear on a client's total financial and life planning situation.
Since joining CIBC Wood Gundy in 2001 Lynn has earned the trust and respect of both clients and colleagues. Her ability to deliver prudent and profitable advice while remaining approachable and sincere has enabled her to stand out among the many advisors in the financial services industry.
Lynn runs a holistic wealth advisory practice with the support of a strong team of financial professions. Together, The Lynn Walker Financial Team provides support on a wide range of needs such as financial, investment, retirement, tax and estate planning services.
No matter what the request Lynn and her team will ensure that it is handled with the utmost respect and discretion.
A complete understanding of their clients' personal and financial goals through the Team's clearly defined Discovery Process allows Lynn to create a customized, evolving lifetime financial plan which is the cornerstone of their service platform.
Lynn has always believe that wealth is created by a combination of clearly defined objectives, risk analysis, appropriate asset allocation, quality investments, global diversity and tax reduction strategies.