Zeljka Walker (Turek)
Phone
Office Location
Connect
What matters to you, matters to us.
At Turek Walker Wealth Group, this is our motto and guiding principle. Our team strives to uncover your current priorities and your goals for the future so we can help you build the life you want by creating a wealth management plan that is tailored to your needs.
Who we are and What we do
Turek Walker Wealth Group is led by Zeljka Walker, Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice with decades of wealth management experience. The team is committed to guiding high net worth clients through their lifelong financial journey and helping them reach their objectives.
We have demonstrated expertise assisting people going through a time of transition because of separation, divorce, downsizing or retirement, and are particularly skilled at developing strategies and building relationships with women.
We approach your wealth management by using a proven four-step process:
- We begin working with you by discovering what’s important to you and your family
- Based on those priorities, we create a personalized investment portfolio structured to help meet your income and growth needs
- We then work together to develop a comprehensive wealth plan based on your objectives. We implement appropriate changes to your existing portfolio to help maximize your gains and minimize your risks
- We monitor your progress on an ongoing basis and keep you up-to-date with regular, open communications
To help ensure the various aspects of your financial objectives are taken into account, we consult with a team of TD Specialists who have deep experience in estate planning strategies, trusts, tax planning strategies, insurance and charitable giving. Our commitment to providing exceptional service to our clients is paramount and we strive to ensure your experience with Turek Walker Wealth Group meets your expectations.
Zeljka is an investment industry professional since 1996. She holds the following designations: Fellow of Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®), Personal Financial Planner (PFP ®), Financial Management Advisor (FMA), Elder Planning Counselor (EPC), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Divorce Specialist (CFDS), Chartered Investment Manager (CIM ®). She had also completed the Wealth Management Techniques Course (2007) through the Canadian Securities Institute. Additionally, Zeljka is a Life Insurance Advisor with TD Wealth Insurance Services.
Zeljka spends her personal time as a hobby bee keeper, enjoys traveling, gardening, hiking, biking, golfing, yoga, baking and spending quality time with her loving husband, Mark, her beautiful daughter Kyra and granddaughter Delia as well as our adorable Norfolk Terrier dog named Finnegan.
Watch Zeljka on BNN Money Talk with Kim Parlee. Listen to her segment on Radio Show: "What She Said".
Turek Walker Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Certificates
Chartered Financial Divorce Specialist
CFP®
FCSI®
Specializations
Languages
English
Croatian
Spanish
French
Education
McGill University
Community Involvement
Bee Keeping, Ride to Conquer Cancer Fundraiser, TD Wealth's Annual Charity Golf Tournament - The Greater Vancouver Food Bank Society, Whistler GranFondo 125km Bike Race
Divorce and Separating Couples
- Estate planning strategies, Wills & POAs: Protecting what matters
- Day-to-day finances: new budget for income and expenses
- Tax consequences
- Retirement planning strategies: Provide insight with respect to pension plans and other investment and insurance options including ongoing protection.
- Review investment portfolios: Educate clients about the tax and other financial consequences of retaining or giving up certain assets
- Identifying issues and opportunities
Women and Wealth
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Pandemic exodus: Is it time to move to the country?
Article
Pandemic exodus: Is it time to move to the country?
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript