How to get the most from your RESP
We look at RESPs, who’s eligible, how they work with Zeljka Turek, Investment Advisor, TD Wealth.
Zeljka Walker (Turek) is Vice President, Investment Advisor at the TD Wealth Private Investment Advice.
I provide personalised investment strategies and wealth management services to you, my clients, including long term retirement planning, efficient tax strategies and multi-generational estate planning at TD Wealth Private Investment Advice, Turek Walker Wealth Group.
My dedication to exceptional client experiences and diversified financial strategies navigating you through potential investment decisions are the foundations of my business. I focuse on realistic results-based strategies built for today's markets.
Our knowledgeable team at TD Wealth Private Investment Advice, the Turek Walker Wealth Group is led by me, Zeljka Walker (Turek), Vice President, Investment Advisor at TD Wealth Private Investment Advice located at the Vancouver downtown location. My team and I offer comprehensive wealth management services by engaging other TD Specialists who can provide investment, tax and estate planning strategies designed for divorced/separated couples, successful executives, professionals, business owners, pre-retirees, retirees and well-established families who require conservative growth strategies and long term retirement planning.
Our approach is a 4 step process always striving to keep it informative, friendly and comfortable:
1. We begin working with you by learning and discovering what's important to you and your family.
2. Next, we create your personalised investment portfolio, using an easy to understand process, that helps meet your income and growth needs.
3. We then work together to develop a wealth plan based on your objectives and implement appropriate changes to your existing portfolio, in order to help meet your objective of maximizing your gains and minimizing your risks.
4. And finally, we monitor your progress and keep you up to date.
I have been an investment industry professional since 1996. I hold the following designations: (1) Fellow of Canadian Securities Institute (FCSI®), (2) Certified Financial Planner (CFP®), (3) Personal Financial Planner (PFP), (4) Financial Management Advisor (FMA), (5) Elder Planning Counselor (EPC) and (6) Certified Divorce Financial Analyst (CDFA®). I have also completed the Wealth Management Techniques Course (2007) through the Canadian Securities Institute. Additionally, I am a Life Insurance Advisor with TD Wealth Insurance Services.
I spend my personal time as a hobby bee keeper, traveling all over the world (mostly to Devon, England visiting our family 15th century Thatch cottage), gardening, hiking, biking, golfing, yoga, baking and spending quality time with my loving husband and best friend, Mark and my beautiful super smart 26 year old daughter Kyra. Our favorite family pastime is watching movies with a bucket of popcorn after a long hike or bike ride. I also share in caring for the family dogs Lexi (Bichon Frise) and Oscar (Victorian Bulldog). We are currently looking to adopt a dog of our own, Norfolk Terrier.
I am a past Board member for TD Friends of the Environment Foundation.
Watch Zeljka on BNN Money Talk with Kim Parlee Listen to her segment on Radio Show: “What She Said”
Turek Walker Wealth Group consists of Zeljka Walker, Vice President, Investment Advisor and Rowena Everett, Assistant Investment Advisor. Turek Walker Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.
Zeljka Walker Bio PDF
Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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Fellow of Canadian Securities Institute (FCSI®) , Certified Financial Planner (CFP®)
Hobby Bee Keeping, Ride to Conquer Cancer Fundraiser, TD Wealth's Annual Charity Golf Tournament - The Greater Vancouver Food Bank Society
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.