Chase Walker

Wealth Advisor, IPC Securities

Session Details:  Chase will share insights on how he successfully transitioned his business through a carefully crafted succession plan, maintaining continuity and securing the trust and respect of his clients. Learn from Chase's approach to business continuity.

Bio: Chase and the teamwork 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.