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, Vice President, Portfolio Manager, 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, trusts, tax planning, 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.
Good digital and financial habits during COVID-19
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 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 28 year old daughter Kyra and 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.