That's right, we are excited to announce our new name, Carruthers Walker Financial!
2023 marks 30 years that Keith Carruthers and Jennifer Walker have been working together and what better way to celebrate this remarkable achievement than to rebrand with both our partners' names.
Jennifer joined Keith in 1992, quickly becoming an integral piece of our team, helping to fulfill our vision of being a leading financial planning firm to families and businesses. Her knowledge and experience set her apart in the field, specifically when building the “right” benefit plan for your employees. She has earned industry certifications in Financial Planning, Responsible Investing, Employee Benefit Planning, Philanthropic Planning and is presently pursuing the 3Hs (Holistic, Honest & Human) of Financial Planning – whew, what a mouthful.
Connecting with clients is what Jennifer does best. She is an active member of the business and social community in York Region and is a sought-after guest speaker.
As a team we are excited for 2023 and we look forward to continuing to provide you with excellent financial advice. Give us a call today and learn how Diego can guide you through investment goals and choices, or Keith can help with your retirement planning or Jenn can set up a health spending account for you and your staff - we are here for you as Carruthers Walker Financial – today and tomorrow.
