Zeljka Walker (Turek)
Portfolio Manager
Senior Investment Advisor
CFP®
FCSI®
Wealth management that evolves as your needs, priorities and circumstances change over time
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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.
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Certificates
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
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
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