Zeljka Walker

As a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice, I work with high‑net‑worth individuals and families to deliver personalized investment and wealth management strategies. My practice focuses on long‑term financial planning, including retirement income planning, tax‑efficient strategies, and estate planning considerations, tailored to each client’s objectives and risk profile.

Daciana and I lead Healey Walker Wealth Advisory Group in Vancouver, supported by a knowledgeable team and access to TD specialists who contribute investment, tax, insurance, and estate planning insights. Together, we provide coordinated wealth management services for executives, professionals, business owners, pre‑retirees, retirees, and families seeking disciplined, risk‑aware portfolio strategies.

Our approach follows a structured, client‑focused process: understanding priorities, developing a personalized portfolio, implementing a comprehensive wealth plan, and ongoing monitoring with regular communication to help clients stay aligned with their goals as circumstances evolve.

I have worked in the investment industry since 1996 and hold multiple professional designations, including FMA (Financial Management Advisor), EPC (Elder Planning Counselor), CDFS (Chartered Financial Divorce Specialist ), CFP® (Certified Financial Planner®), CIM® (The Chartered Investment Manager), FCSI® (Fellow of the Canadian Securities Institute), and others supporting specialized planning needs. I am also a Life Insurance Advisor with TD Wealth Insurance Services.