As your financial needs evolve over time, different solutions depending on your stage in life are required. This is especially important when you want to build the financial wealth needed to carry out the projects that matter to you most. Managing your wealth with confidence requires a personal relationship built on trust, integrity, honesty, expertise and an understanding of your financial needs. The Walkey Advisory Group strives to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Established investor or young committed saver, we can assist you in achieving your financial goals while providing safety and stability as you navigate the volatile capital markets. Our primary objective is to provide clients with the highest quality advice and service in helping each client achieve their financial goals.
On this site you can learn about our approach to managing your wealth, diversified services we offer as well as many solutions available depending on your individual needs.
We offer each of my clients a personalized approach and a customized investment portfolio. We are committed to managing the world's most important investments: yours! As a member of the National Bank Financial – Wealth Management team, we can draw on more than century of know-how and the resources of one of Canada’s largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals and to secure your financial future.
If you have questions or would like more information, please do not hesitate to contact me by telephone at 250-953-8457, via email at Jack.Walkey@nbc.ca or by using the Contact Us tab above.
Thank you for visiting the Walkey Advisory Group website.