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WALKER FAMILY FINANCIAL

The planning team you can trust.

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The Infinity Program was created to provide managed financial achievement to high income/high asset individuals and their families. It's a wealth planning strategy designed to get the most from all areas of your plan and the advisors contributing to it.   More information >

We live to give.

At Walker Family Financial, we believe it is always the season to be giving of our time, energy and knowledge. For almost 40 years, we have been financial advisors to family-owned businesses, farmers and individuals. Along with giving financial advice and coordinating the efforts of all client advisors through our unique Infinity Program, we focus on generously supporting our community. 

  

Meet the Team

A foundation for every client family. Learn more about the Walker Family Business and your team of Advisors.

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Services & Solutions

A financial strategy looks at where you are today and where you want to go, so you can reach your financial goals.

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Client Centre

Your financial life doesn't have to be complicated. Let us help you make it easier with these tools and helpful links.

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Meet Our Family

Helping you achieve financial freedom

At Walker Family Financial, we are a veteran team of professionals specializing in insurance protection, investment advisory, retirement planning and retirement income generation. We help prepare you to achieve your goals by providing unbiased financial advice so you can make informed financial decisions.
Paul Walker Photo Paul Walker Hover Photo

Paul Walker

Senior Financial Advisor
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Paul Walker, CFP, CLU, CHFC

Financial Advisor  - MANULIFE SECURITIES INCORPORATED

INSURANCE AGENT - Walker Family Financial

Paul.Walker@manulifesecurities.ca |

“I believe we go through seasons in life. But we are always in a season of giving."


For almost 40 years, Paul Walker has been a financial advisor to family-owned businesses, farmers and individuals. It has been decades since he earned a reputation for being very giving of his time, energy and knowledge. Now, with the birth of Walker Family Financial, this impulse has been embedded in their mission statement: Amaze people by giving them more than they ever expected.

Along with giving financial advice and coordinating the efforts of all client advisors through the unique Infinity Program, emphasis is on generously supporting charities.

Paul participates in many outdoor sports including fishing, hunting, snowmobiling, boating and spending time on the beach with his three grandchildren. Married with three children, he works with his son John, his daughter-in-law Kara and his wife of 35 years, Kathy. He believes in a generous dose of humour, is always happy, and knows there is always time to be kind.

Jamie Smith Photo Jamie Smith Hover Photo

Jamie Smith

Financial Advisor
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Jamie Smith, RRC, RIS, EPC

Financial Advisor, Manulife Securities Incorporated


jamie.smith@manulifesecurities.ca |

For over a decade I have been providing solid, knowledgeable & trusted financial advice.
The plan is to make financial challenges less stressful for you and, with my experience, I can help you understand what is really going on with your money. The ultimate goal is to put you in a position where you are financially confident.

Along with completing the Professional Financial Planning Course I am a Registered Retirement Consultant, Elder Planning Counsellor,  have completed the Wealth Management Essentials Course and most recently I am proud to say I have received my Designation as a Responsible Investment Specialist.
Whether it's working towards your retirement goals, saving for your children's education or developing your income in retirement, I can help.

John Walker Photo

John Walker

Insurance Specialist
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John Walker is the next generation of Walker Family Financial. He is a licensed Life Insurance Advisor and manages our Group Benefits division. It’s hard to pinpoint when John got involved with his family business. It seems it has been a part of his life since he could remember. John felt the passion and appreciation of helping to make a difference in peoples lives at a very young age. Add that with Walker Family Financial mission statement and the two couldn’t be a better fit. John aspires to go to lengths that exceed the needs and wants of his clients. On the off chance you find John not attending to his clients you can find him on his farm, at a local community event or possibly taking in one of his nephews hockey games. John is engaged to Cassidy Finlay and they’re planning on getting married July 2022 and soon starting on the next generation for Walker Family Financial.

Ann Dickson Photo Ann Dickson Hover Photo

Ann Dickson

Administrative Assistant
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Ann Dickson

Investment Advisor Assistant, Manulife Securities Incorporated
Administratvie Assistant, Walker Family Financial

Ann.Dickson@manulifesecurities.ca |

“We were all taught that if you can help somebody, you do it.”


That’s the creed Ann Dickson was taught, growing up in a big farm family. It’s an upbringing that just might explain her still being a morning person, and jumping out of bed early to start each day, all these years later.

So it shouldn’t be a surprise that she has been indispensable to Paul Walker, a financial advisor to family-owned businesses, farmers and individuals, for almost 30 years. For at least as long as that, Paul has had a reputation for being very giving of his time, energy and knowledge. Now, with the birth of Walker Family Financial, this impulse has been embedded in the mission statement Ann and Paul share: Amaze people by giving them more than they ever expected.

In assisting the advisors in giving financial advice and coordinating the efforts of all client advisors through the unique Infinity Program, Ann and Paul focus on generously supporting charities.

Ann Dickson is a people person. She loves working with clients and figuring out what they need. She is always willing to help, and she loves living in a giving community.

Helen Hobbs Photo

Helen Hobbs

Administrative Assistant
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Helen returned to Walker Family Financial in October 2021 but has been a member of our Life Insurance and Investment team since 2003. She provides administrative support to Paul Walker and John Walker.  

Helen understands the importance of having the proper amount of life insurance to ensure your family is adequately covered.  

She lives by a famous quote by Lang Leav;     

“I will move forward with the knowledge that unlike so many others, I have another year ahead of me -another shot at making it all the way around the sun, and a chance to get it right this time round.”  

With Helens help, we can get it right.

In her spare time, she enjoys travel, home décor and spending time with her kids and her grandchild Theo.    

Our Services & Solutions

The Infinity Program was created to provide managed financial achievement to high income/high asset individuals and their families. It's a wealth planning strategy designed to get the most from all areas of your plan and the advisors contributing to it.

More information >


Choosing a firm to help you create and implement your financial strategy can be a challenging task. Because you have complex business, personal and financial arrangements, you need expert advice from a firm with knowledge and integrity. 

Walker Family Financial is the team you can trust.

Investment Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:

  • Manage your investments with personalized services tailored to your needs
  • Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you
  • Develop and implement wealth management strategies based on your goals

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

  • Health and Life Insurance
  • Travel Insurance
  • Critical & Disability Insurance
  • Long-term Care


Investment Solutions

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, we provide investment products for Canadians to cover all stages of life.  We can help you:

  • Meet your personal wealth and business needs with comprehensive and integrated investment services
  • Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
  • Save, invest and grow your wealth with strategies based on your priorities now and as they change over time

Business & Group Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

  • Group Benefits
  • Group Retirement
  • Group Pension
  • Succession Planning
  • Corporate Structure / Shareholder Agreements
  • Corporate Tax Planning

Client Resource Centre

NEED ANSWERS?

Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?
Don't hesitate to reach out to us today, we're happy to help!

✉ CONTACT US

From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.


MANULIFE VITALITY


We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more

SIGN IN TO YOUR ACCOUNT ↗
SIGN UP NOW FOR VITALITY ↗
Learn your Vitality Age ↗



CLIENT LOGINS


Manulife Logo

For more information on Manulife, visit www.manulife.ca

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE ↗

Group Retirement Online

Manulife group retirement members can log in to their account here.

SIGN IN ONLINE ↗

Manulife's Mobile App

The only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank Logo

For more information on Manulife Bank, visit www.manulifebank.ca

The Advantage Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT ↗

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.

CLIENT LOGIN ↗

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.


Government of Canada

For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).

Sign in to My Service account ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

Sign in to CRA My Account ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

Sign in to My Business account ↗


*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.


FINANCIAL RESOURCES




FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.



*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

INSIGHTFUL VIDEOS & MAGAZINES


The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.


With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works.

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