Walker Family Financial

Investment Planning

Take steps to protect, save and grow your wealth.

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

Manage your investments through the Portfolio Manager at Q Wealth Partners, 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 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:

Life Insurance
Health Insurance
Critical Insurance
Disability Insurance

Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you.

Investment Solutions

Save, invest and grow your wealth with strategies based on your priorities now and as they change over time.

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, Q Wealth provides investment products for Canadians to cover all stages of life. Q Wealth 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

Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

Discover a straightforward, cost-effective, and tax-efficient plan tailored to your business size and members' needs. We offer solutions for:

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

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.

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