Healey Walker Wealth Advisory Group, Investment Advisor,Vancouver, BC

Our Services

A Holistic Approach to Your Wealth

We go beyond investment advice. Our clients receive coordinated advice that covers every stage of their financial lives. That includes:

Customized investment planning based on your goals and risk tolerance
Advanced tax planning strategies to maximize after-tax returns
Estate planning with TD specialists to help ensure a smooth and intentional transfer of wealth to your loved ones

Team of Portfolio Managers

Only a select group of Investment Advisors earn the Portfolio Manager title and are qualified to offer discretionary investment management solutions. To work as a Portfolio Manager, an Investment Advisor must:

Meet rigorous tenure and asset threshold requirements over and above those stated by the Canadian Investment Regulatory Organization (CIRO)
Hold the Chartered Investment Manager (CIM®) or Chartered Financial Analyst® (CFA®) designation
Have a proven track record that demonstrates the skills, discipline and experience required to meet the high standards set by TD Wealth Private Investment Advice

Portfolio Management

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Based on a personalized Investment Policy Statement, we will regularly review your investment strategy and discuss any recommended adjustments. Changes in your life, emerging economic and
market trends and opportunities, as well as Portfolio performance, will guide the ongoing portfolio management process.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.