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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.
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:
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:
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:
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.
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!
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
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
For more information on Manulife, visit www.manulife.ca
For more information on Manulife Bank, visit www.manulifebank.ca
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.
For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada
*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.
Try these helpful links and articles to learn more about your taxes.CRA Tax Tips ↗
Source: Government of Canada
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.
We are here to help. Contact us to help explain your results and what they mean for your situation.
Use your financial information today to help decide how much insurance you may need.
Create your customized budget and receive personalized tips to improve your finances.
Calculate how to pay down your debt and reach your financial savings goals.
Estimate your retirement income, employer pensions and other sources of income.
Find out how much you will need to save for your retirement savings goal.
*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.
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