Chase Walker, Bcomm, CFP®
Chase was very excited to join Bill McLaren in 2013 at KLM Financial to become an Independent Financial Advisor. He has had the pleasure of knowing Bill and his family for over 15 years.
It has been an easy transition as both Bill and I share the same style and viewpoints when it comes to investing and assisting our clients.
Using a holistic approach Chase and the team work with individuals and families to create a fully customizable financial plan, incorporating all 6 aspects of a Financial Plan in order to help clients meet their personal goals and objectives. He also holds the Certified Financial Planner ™ (CFP®) designation.
Chase loves to travel, participate in any type of athletics, and socialize with his friends & family.
He graduated from the University of Alberta with a Major in Finance and Minor in Business Economics & International Business. Before joining KLM Financial he worked in Calgary & Indonesia with an Energy Firm & Global Real Estate Firm.
Chase is a member of IPC Securities Corporation.
Insurance products available through Chase Walker.