Kyle Walker

Kyle Walker

Senior Financial Planner

FMA

CIM®

CFP®

Building your financial future – together

Contact me

Phone

Office

(519) 836-3243

Office Location

4275 King St E Suite 120 Kitchener, ON N2P2E9. map

I have been working in the financial services industry since 2000, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a degree from Wilfrid Laurier University. I received the Certified Financial Planner Designation in 2003. I also hold the Financial Management Advisor (FMA) designation and Canadian Investment Management designation offered by the CSI. I look forward to working with you.

Certificates

FMA

CIM®

CFP®

Frequently asked questions

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Interesting articles to explore

WIO: Monthly Perspectives

When it comes to tariffs, markets have become less extreme since 2018, while views about how markets are reacting have become more extreme. It’s quite the dichotomy.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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