Drew Walker

About Drew

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.

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.

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