Raised in Sarnia, Ontario, Drew began his financial services career at 22 and has over 15 years of experience managing his own wealth management business. A former Edward Jones partner, he earned the "Client Service Excellence Award" for his dedication to clients and peers. Drew is passionate about helping clients build generational wealth and achieve their financial and lifestyle goals. Outside work, he enjoys community events, time on the water, golf, and family life with his wife Jen and their three boys.
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.
Book a meetingMeet the team
Drew Walker,
Wealth Planner
Bob Lloyd,
Wealth Planner
David Pullman,
Associate
Jody Clark,
Administration Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Brian Wells, CIM®
Portfolio Manager
Drew Walker,
Wealth Planner
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Bob Lloyd,
Wealth Planner
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David Pullman,
Associate
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Jody Clark,
Administration Assistant
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Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Brian Wells, CIM®
Portfolio Manager
ABOUT
Brian Wells is a Portfolio Manager at Optimize. He supports advisors, high-net-worth individuals, and business owners. He puts his clients at the centre of each financial recommendation and decision, focusing on preserving their wealth, optimizing their growth, and guiding them toward their long-term goals.
At just 12 years old, Brian’s father introduced him to investing. This introduction sparked his early passion for markets, which grew into a dedicated career of helping others make informed financial decisions. He continues to bring this same curiosity and commitment to every client relationship. Brian takes the time to understand each client’s values and objectives to design portfolios that align with their entire financial situation.
Beyond work, Brian enjoys hiking, travelling, hockey, golf, and writing music. He also gives back through mentoring and volunteer work.
Team Values
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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.
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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.
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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.