Walker Family Financial is moving forward as a partner with a registered portfolio management firm called Q Wealth Partners (also known as Quintessence Wealth). Your investment accounts currently held at Manulife Securities will move to Q Wealth, with the custodian being National Bank Independent Network (NBIN). Your relationship with Walker Family Financial will remain the same for all services not requiring registration under the Securities Act (i.e., financial planning services).
We are excited about Q Wealth’s platform and we’re working tirelessly to make this transition as easy and seamless for you as possible.
We appreciate the trust, loyalty, and friendship that you and your family have shown us over the years. We look forward to continuing to assist you in your financial decisions, plans and your family’s financial security.
Kind Regards,
Paul Walker CFP, CLU, CHFC
Wealth Advisor, Founding Partner.
Walker Family Financial