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
Health insurance products
Life insurance products
Saving, budgeting and investing
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Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Personal health insurance
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.walker
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/mark.walker
*Terms and conditions apply