Meet The Team
Senior Portfolio Manager & Senior Investment Advisor
CFP®
FCSI®
CIM®
What matters to you, matters to us.
At Healey Walker Wealth Advisory 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
Healey Walker Wealth Advisory 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
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.
Outside of her professional life, Zeljka leads an active and fulfilling lifestyle rooted in nature, family, and personal wellness. She enjoys long walks with her beloved dog and fun-loving husband, gardening, hiking, yoga, golfing and cycling. A passionate traveler, she especially loves spending time in England at her family's 15th-century thatched cottage.
Family is central to Zeljka's life. She treasures time with her daughter Kyra, her granddaughter Delia Clementine, and her widowed mother Andja who delights in preparing traditional Croatian meals.
Zeljka is also a dedicated endurance cyclist, participating annually in three Gran Fondo races – each spanning over 100 km, demonstrating her commitment to endurance and personal challenge.
When at home, she enjoys baking artisan sourdough bread, embracing both the craft and the comfort of slow mindful living.
Watch Zeljka on BNN Money Talk with Kim Parlee. Listen to her segment on Radio Show: "What She Said".
Healey Walker Wealth Advisory 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.
English
Croatian
Spanish
French
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
McGill University
Senior Investment Advisor
Associate Portfolio Manager
Senior Investment Advisor
Associate Portfolio Manager
As an Associate Portfolio Manager and Senior Investment Advisor, I provide wealth management services to a select group of high-net-worth families, helping them manage wealth today and for future generations.
I provide my clients with disciplined investment advice and personalized investment advisory services. I create personalized financial solutions by taking the time to understand what's important to you. My process includes a comprehensive wealth plan that offers a strategy to help you achieve your financial goals and dreams. My goal is to maximize your wealth through patient, prudent, risk-aligned wealth planning and investing.
I have been working with TD since 2007. As part of the Business Banking group within TD Canada Trust, I structured complex lending arrangements across a broad scope of industries and loan types. The financial knowledge acquired in this area allowed me to build a solid understanding of the financial markets.
Education
- Master of Business Administration degree from McMaster University’s DeGroote School of Business
- Chartered Investment Manager Designation granted by the Canadian Securities Institute (CSI)
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
