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    Annette Walker


    Address

    16775 Yonge Street
    Suite 221
    Newmarket, ON L3Y 8J4

    Languages

      English, German

    My Background

    Annette has been a driving force within The Totten Wealth Advisory Group since 1996. She has earned the Personal Financial Planner (PFP®) designation through the Canadian Securities Institute and is also a certified Law Clerk through the Institute of Law Clerks of Ontario. Prior to joining BMO Nesbitt Burns, Annette worked in corporate, securities, estate and immigration Law for six years with the law firm Torys LLP.

    Together with David Totten, Annette was on the forefront of the industry trend to offer complete and coordinated wealth planning as well as investment management to protect and grow their clients’ wealth and maximize after-tax results. Together, Annette and David work closely with BMO specialists to bring our clients customized, integrated expertise in all areas and stay current on industry trends and best practices.

    Devoted to her community, Annette previously sat on the board of The Rose of Sharon in Newmarket for two years, a not-for-profit organization helping the needs of young mothers throughout York Region. She also volunteers with the Junior Achievement Program, helping young people develop financial literacy, work readiness and entrepreneurial skills and set higher goals for a strong personal future. Annette also speaks fluent German.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.