Senior Financial Analyst & Insurance Advisor
Dover Centre, Ontario
Drew Walker grew up in Sarnia, Ontario, always knowing he wanted to help others in whatever and wherever his life's path led him. At the young age of 22, right out of university, Drew began his career in the financial service sector. For over 15 years, he has managed and grown his own wealth management business and brokered dozens of financial service book acquisitions. During his previous time as a partner at Edward Jones Investments, Drew won the "Client Service Excellence Award" voted on by his advisor peers and clients.
When he is not fulfilling his role as a Senior Financial Analyst, you can find him helping with community events, spending time on the water or golf course, camping, watching live sporting events, or listening to music. Drew is a big family man, married to Jen, with 3 beautiful boys: Jack, who is 6 years old and a natural born athlete, Oliver, who is 4 years old and a creative genius, and Lachlan, a 2-year-old sippy-cup superstar. Drew really enjoys spending time face to face with clients, friends and family the most. He is very passionate about helping his clients create generational wealth, meet their financial and lifestyle goals, and most importantly fulfill a happy purposeful life.
The Drew Walker Value Add
Drew provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Drew works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Drew measures his success by how well he has helped his clients achieve their specific goals and objectives.
Drew's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Drew, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Drew and a licensed portfolio manager from Optimize are outlined in detail below.
- Financial Planning
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions**
As a Senior Financial Analyst and Insurance Advisor, Drew helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba