Mark Walker

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

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.

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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, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://advisor.sunlife.ca/mark.walker

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Office information

Penticton, BC

Phone:

(250) 462-3783

Email:

mark.walker@sunlife.com

Address:

302 Eckhardt Avenue,, Penticton, BC, V2A 2A9 Canada

Let’s connect

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