Carruthers Walker Financial

The Team

You can move forward with confidence knowing our team is beside you every step of the way.
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Established Family
Families with older children need a wise cash flow management plan to help contend with rising...
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Protecting your family
No financial strategy is complete without a plan to protect loved one from financial loss.

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Your investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.

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Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every...
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Young family
A wise financial strategy can help keep a growing family on track during all the "growing-up"...
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Starting Out
Starting out with a firm financial foundation is a great strategy for building a solid...
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Income Tax Planning
Minimizing taxes through carefully planning is one of the most powerful financial strategies...
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Running a Business
Running a successful business can be one of life's most rewarding experiences.

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"Carruthers Walker is a boutique financial services company. From retirement and estate planning for individuals and families, to group benefit programs for companies, we're your partner for every life stage of your family and business."

- Jennifer Walker, Partner, CFP®, CEBS, CHS, MFA-P

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Carruthers Walker Financial Hot Topics

Market Highs vs Your Goals

October 7, 2024

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read more

Basics For a Wise Financial Strategy

October 7, 2024

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation: Budget – Governments and businesses use budgets... Read more

Your Legacy Plan and Charitable Giving

October 7, 2024

Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members. Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read more

Dealer

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Carruthers Walker Financial - Newmarket Chamber of Commerce 2023 Member

Carruthers Walker Financial - Aurora Chamber of Commerce