Chase Walker

Senior Wealth Advisor

Smiling man in a suit and tie.

Chase Walker is a highly experienced Senior Wealth Advisor with over 15 years in the financial industry. He recently bought out his former partner and is now the sole owner of Walker Wealth and is the driving force behind the firm’s vision and growth. His philosophy centres on a purely holistic approach, working closely with individuals and families to create customized financial plans that align with their personal goals.

Professional Expertise & Credentials

  • Certified Financial Planner® (CFP®): Chase holds this designation, which provides him with extensive resources and expertise to serve his clients.
  • Chartered Investment Manager® (CIM®): Chase holds this designation, which provides him with extensive resources and expertise to serve his clients.
  • 15+ Years of Experience: He has a deep background in the financial industry, recently acquiring full ownership of the business (Formerly KLM Wealth Management).
  • Academic Background: Chase graduated from the University of Alberta with a major in Finance and a minor in Business Economics & International Business.
  • Industry Leadership: He is an active member of the Investment Planning Counsel’s National Advisory Board.
  • Previous Experience: Before joining, his career included roles with an energy firm and a global real estate firm in Calgary and Indonesia, giving him a diverse professional perspective.

Personal Interests & Community Involvement

Outside of his professional life, Chase enjoys a variety of activities that showcase his dynamic personality. He loves to travel, participate in different sports, and, most importantly, spend quality time with his friends and family. This balance of professional commitment and personal interests helps him connect with clients on a more personal level.