Chase Walker, Bcomm, CFP®
Wealth AdvisorIt 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.