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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Walker Wealth Solutions, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Drew Walker

Drew Walker

Wealth Planner

Bob Lloyd, CFP

Bob Lloyd, CFP

Wealth Planner

David Pullman

David Pullman

Associate

Jody Clark

Jody Clark

Administration Assistant

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Walker Wealth Solutions prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives every decision, meaning our strategies are tailored to achieve meaningful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are the foundation of Walker Wealth Solutions. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, we create a trusted partnership that inspires confidence and builds lasting relationships.

  • At Walker Wealth Solutions, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Supporting our community

Walker Wealth Solutions are committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our dedication to fostering a brighter future where every child has access to quality education and the tools they need for success.

Advancing pediatric health is a key focus for Walker Wealth Solutions. By contributing to SickKids, we support groundbreaking research and world-class healthcare for children. Our involvement helps improve health outcomes while offering hope and healing to families, underscoring our commitment to bettering lives and strengthening communities.

Promoting cultural awareness and reconciliation is an important value for Walker Wealth Solutions. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering understanding and building connections between Indigenous and non-Indigenous communities in Canada.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.