Mark Walker
Job title: Advisor
Languages spoken: English
Area(s) served: Penticton, British Columbia
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
My specialty is helping families with planning and protecting what matters most to them. Whether you are just getting started or are nearing retirement – I can help you.
When we begin working together, I like to start with a discussion. I want to understand your current financial situation as well as your future needs and goals. Once we determine protection needs, I look at opportunities to create savings and asset accumulation. When I make recommendations, I provide education and context so you can make a decision you feel confident in. The plans we create are meant to adapt as your life changes.
I live in Penticton, British Columbia. I work with Clients from Vancouver Island, the southern interior and Okanagan area of British Columbia as well as southern Alberta. I’m happy to work with Clients from both provinces virtually. Contact me to book your appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.