Walker Family Financial

Empowering Future Generations Through Financial Literacy

November 19, 2024

In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve

No Champagne but a New Interest Rate Era has Begun

August 8, 2024

In the end, it was an anti-climax. After months of speculation and conjecture, the Bank of Canada has reduced its benchmark interest rate for the second successive time. But the markets, which had already priced the cuts in, gave an indifferent shrug.

Navigating Your Prized Cottage Investment

June 18, 2024

Cottages were all the rage in recent years past—and that’s precisely why they’re still an investing hot topic in 2024.

Taking the Risk Out of Retirement Income

May 22, 2024

For those heading towards or already in retirement, now is not the time to gamble with your future.

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Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Walker Family Financial. As a client of Q Wealth, you may receive services from both Q Wealth and Walker Family Financial. Note that individuals from Walker Family Financial will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Walker Family Financial may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

Paul Walker, CFP, CLU, CHFC

‪Wealth Advisor, Founding Partner

For over 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, RRC, RIS, EPC

‪Wealth Advisor

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

‪Wealth Advisor

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

Administrative Assistant

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

Administrative Assistant

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.

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