Drew Walker
Wealth Planner @Optimize Financial Group
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WORK HISTORY
Wealth Planner @Optimize Financial Group
Dover Centre, ON, CA
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
EDUCATION
Canadian Securities Institute
LLQP, Insurance Planning
Canadian Securities Institute
Canadian Securities Course + Conduct Practice and Handbook Course, Financial Planning and Services
Canadian Securities Institute
Wealth Management Essentials WME, Financial Planning and Services
University of Windsor
Bachelor of Commerce - BCOMM - Honours
ABOUT DREW WALKER
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.Prior to Walker Wealth Solutions, Drew was a Senior Consultant at Jacobsen Partners creating and managing million dollar transactions in the Financial Service space and was a Partner and top performing Financial Advisor with Edward Jones Investments and then Holliswealth. He provided financial planning advice specializing in wealth creation, private equity, tax efficiency, and estate planning with a focus on high net worth clients. He was also a key member of the leadership team being responsible for market development and client acquisition for the entire region.
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