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.

View more options

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.

Learn more

Stay informed

See more articles

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/mark.walker

#SunLifeOnePlan #TFSA #RRSP

As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/mark.walker

#CanadianBusiness #TaxPlanning #IncomeTaxes

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/mark.walker

#SunLifeOnePlan

See more articles

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

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.