Treshana Walker, CFP, CIM
Build Wealth With Clarity, Confidence, and a Plan That Works for You
You have dreams. We have the expertise to help you make them a reality.
I help professionals, executives, and business owners make smarter financial decisions through personalized, tax‑efficient wealth planning.
For more than a decade, I’ve helped clients simplify complexity, reduce tax, and build long‑term financial confidence through a planning‑first approach grounded in education and transparency.
Who I Work With
- Professionals & executives navigating compensation, benefits, and tax planning
- Business owners balancing personal and corporate wealth
- Women building financial independence at every stage of life
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Client testimonials
Working with Treshana as our RBC Investment Advisor and Financial Planner has been an incredible experience. She has played a key role in helping my immediate family develop a clear, practical, and successful pre-retirement strategy. Her guidance is thoughtful, her communication is always clear, and her dedication truly goes above and beyond. We feel confident about our future because of the support and expertise she provides. Thank you, Treshana, for your endless commitment and care we are truly grateful.
- Steve
The experience we had working with you on establishing a retirement portfolio for the two of us has been wonderful. We would highly recommend your services. Our favorite thing would be your patience in explaining the world of personal finance, of which we had very limited background knowledge. We are very comfortable that you have understood our wishes in regard to the types of investment we are interested in, and your advice has always been we feel, in our best interests. Our situation was the onset of having to convert RSP accounts to RIF accounts due to our age. We really needed some sound financial help and advice which we have received for almost four years now, and going forward.
- S.H & J.H.
Treshana is phenomenal! She is extremely bright, passionate and knowledgeable. I feel comfortable relying on her suggestions and recommendations as she has proven to be trustworthy and competent. It is a pleasure working with her and she is the main reason I do business with RBC. I would wholeheartedly recommend Treshana to anyone considering doing business with RBC. She is patient, explains products and services in detail, allows clients to go at the their own pace and is not overbearing or aloof. She is readily accessible and communicates well. Whether you are a seasoned investor or pedestrian in your experience, Treshana will patiently support you and guide you. My favourite thing about working with Trish is her personality. Her effervescence and exuberance makes it a joy to interact with her. I am a novice when it comes on to finances and lack confidence to make important financial decisions. Treshana makes it easy for me to understand what to do and makes me feel comfortable navigating the treacherous financial waters.
- T.E.
Treshana is focused on client service, a service defined by efficiency, commitment and clear, timely communication. She listens well. Treshana is as approachable in person as she is by phone or email. I trust Treshana as an advisor because of her extensive knowledge and always feel that she has my best interest at heart.
- Rudy M.
My wife and I enjoy traveling several months of a year, so I sometimes need the foreign currency with short notice. Such a case I contact her and she prepares the money on time. We are very pleased her general financial assistant as well. She is very reliable, and we have been satisfied her service since we became her client several years ago.
- K.S. & Y. W
Services Designed for Your Financial Success
I offer comprehensive solutions tailored to your unique needs, focusing on clarity, tax efficiency, and long-term growth.
Here’s how I can support you:
Financial Planning
Build a roadmap aligned with your life goals.
- Retirement Planning: Secure your dream retirement with personalized income strategies and savings optimization.
- Cash Flow & Budgeting: Gain control of daily finances through practical spending and saving plans.
- Education Planning: Fund your children’s or grandchildren’s future with tax-efficient savings strategies.
- Goal-Based Planning: Whether it’s buying a home or traveling the world, turn aspirations into achievable milestones.
Investment Management
Grow and protect your wealth with confidence.
- Portfolio Construction: Diversified, risk-balanced portfolios tailored to your financial objectives.
- Risk Management: Proactive strategies to safeguard your assets against market volatility.
- Responsible Investing: Align your investments with your values through ESG (Environmental, Social, Governance) opportunities.
- Ongoing Monitoring: Regular reviews and rebalancing to keep your portfolio on track.
Tax-Efficient Strategies
Minimize taxes, maximize growth.
- Tax-Efficient Investment Structures: Leverage corporate class funds and tax-sheltered accounts (e.g., RRSPs, TFSAs).
- Executive Compensation Planning: Optimize stock options, bonuses, and deferred income plans.
- Business Owner Solutions: Integrated strategies for owner remuneration, succession planning, and corporate savings.
- Income Splitting: Reduce family tax burdens through strategic income distribution.
Estate & Legacy Planning
Preserve and pass on your wealth smoothly.
- Wills & Trusts: Ensure your assets are distributed according to your wishes, minimizing taxes and conflicts.
- Charitable Giving Strategies: Support causes you care about while optimizing tax benefits.
- Intergenerational Wealth Transfer: Protect family wealth across generations with structured planning.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Professionals & Executives
Their Challenges
- Complex compensation structures (RSUs, stock options, bonuses)
- High tax burden with limited time to plan
- Balancing career growth with long‑term financial security
- Coordinating benefits, pensions, and retirement income
- Making confident decisions during major career transitions
How I Help
I simplify the financial complexity that comes with career success. Together, we build a tax‑efficient plan that aligns your compensation, investments, and long‑term goals so you can focus on your career while knowing your wealth is working for you.
My Process
- Compensation Review: Analyze salary, bonuses, RSUs, stock options, and benefits
- Tax‑Efficient Strategy: Identify opportunities to reduce tax and optimize income
- Investment Alignment: Build a portfolio that complements your compensation structure
- Retirement & Lifestyle Planning: Create a roadmap that supports your future goals
- Ongoing Guidance: Adjust your plan as your career evolves
Pre-Retirees & Retirees
Helping you transition from saving to living confidently
Your Challenges
- Turning savings into reliable retirement income
- Managing taxes in retirement
- Ensuring your money lasts
- Coordinating CPP/OAS, pensions, and withdrawals
- Planning for healthcare, estate needs, and legacy goals
How I Help
I help you build a tax‑efficient income plan that supports your lifestyle, protects your wealth, and gives you peace of mind throughout retirement.
My Process
- Retirement Readiness Review
- Tax‑Efficient Income Strategy
- Investment Alignment for Stability & Longevity
- Estate & Legacy Planning
- Ongoing Monitoring & Adjustments
Business owners
Build your business and personal wealth with expert advice
Owning and operating a successful company commands a lot of time and attention. Every day, you make critical decisions that affect the financial health of your business.
Our business owner solutions can be ideal if you need help:
- Managing business and personal assets separately but efficiently
- Investing, preserving and maximizing surplus cash
- Designing a succession plan for a smooth transition
- Creating diversified, tax-efficient income with the sale proceeds
- Protecting against the sudden loss of a key employee using insurance solutions
- Safeguarding personal and business assets from adverse events
- Building employee loyalty with employer-sponsored retirement plans
WOMEN BUILDING FINANCIAL INDEPENDENCE
Empowering guidance for every stage of life
You deserve a financial partner who listens, supports, and empowers you.
I help you build clarity, confidence, and long‑term security.
Your Challenges
- Navigating career transitions or entrepreneurship
- Planning through divorce, widowhood, or single parenthood
- Closing the wealth gap and building long‑term security
- Balancing family responsibilities with financial goals
- Finding an advisor who listens and understands
How I Help
I provide a supportive, educational, and empowering planning experience. My approach helps women gain clarity, build confidence, and make informed financial decisions that support independence and long‑term security.
My Process
- Values‑Based Discovery
- Education‑Focused Planning
- Customized Wealth Strategy
- Protection & Security Planning
- A Supportive, Ongoing Partnership
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.