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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Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/mark.walker
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/mark.walker
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/mark.walker
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/mark.walker
