facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


WALKER FAMILY FINANCIAL

The planning team you can trust.

Contact Us

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.

Learn More

Services & Solutions

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

Learn More

Client Centre

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

Learn More

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

CFP, CLU, CHFC
Read Bio

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

RRC, RIS
Read Bio

Jamie Smith, RRC, RIS

Financial Advisor at 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, 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.


Ann Dickson Photo

Ann Dickson

Read Bio

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.

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 banking and 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
  • Log-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

FEDERAL TAX RATES FOR 2019

  • 15% on the first $47,630 of taxable income, plus
  • 20.5% on the next $47,629 of taxable income (on the portion of taxable income over 47,630 up to $95,259), plus
  • 26% on the next $52,408 of taxable income (on the portion of taxable income over $95,259 up to $147,667), plus
  • 29% on the next $62,704 of taxable income (on the portion of taxable income over 147,667 up to $210,371), plus
  • 33% of taxable income over $210,371 

Source: Government of Canada


ESTATE PLANNING TOOLS

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.

WILL PLANNING WORKBOOK
WILL PLANNING CHECKLIST

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

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, seven 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.


FINANCIAL 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.


Savings/Retirement Calculator

$
$
%
 
$

Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.

Credit Card Payment Calculator

$
%
 
$

Provided for illustration purposes only. The Credit Card Payment Calculator results are based on the information you provide and assume that the interest rate on your credit card will not change. Actual rates may vary and will affect the calculated monthly payment. The credit card monthly payment amount does not include any additional fees charged by your credit card company.

Bank Loan Calculator

$
%
 
$

Provided for illustration purposes only. The Bank Loan Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Auto Loan Calculator

$
%
 
$

Provided for illustration purposes only. The Auto Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

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
SIGN UP
Learn your Vitality Age



INSIGHTFUL VIDEOS

Determining the best approach.

It can be difficult to stay invested during volatile markets, especially when headline news and pundits forecast a wild ride for financial markets.

Volatile markets can wreak havoc on savings. Protect your retirement savings before you need the retirement income. 


Contact Us

Get Started Today!

For your convenience, send a message with the form below or call today!

* Required


STAY
INFORMED

Join our mailing list to keep current on our news.

We will never spam you or share your email.