The Drew Walker Group

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 Wealth Planner, 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 world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The cornerstone of the Drew Walker Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

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. David Taylor and Brian Wells are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Drew helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Drew Walker is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.