A Disciplined Approach to Wealth Management
Our team is committed to helping clients make informed decisions with clarity and confidence while building long-term relationships based on trust and consistency.
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- OUR TEAM
Strategic Upgrade
Who We Work With
Pre-retirees and retirees
Business owners and professionals
Families seeking long-term wealth guidance
Our Team
Our Professional Team
Jackie Walton
LIFE INSURANCE ADVISOR, GUIDED WEALTH MANAGMENT LIMITED
Jackie Walton
Jackie brings with her nearly 20 years experience in the financial services industry.
While Jackie's main focus is primarily the living benefits side of the business her experience in both the individual & group areas have proven to be an added asset. Her ability to multitask & attention to detail are not only valuable tools in the office but also in her day to day dealings with our clients; good customer service is a must with Jackie.
Jackie is very involved in her community & was recently honored by the Ontario Ministry of Citizenship & Immigration for her volunteer work with Girl Guides of Canada. She is happily married with two children & loves to spend lazy days at the lake camping with her family.
- Phone:(289) 295-3477
- Email:Jackie.Walton@manulifewealth.ca
Susan Troke
Assistant Investment Representative
Susan Troke
With over 25 years of experience in the Financial Services Industry, I bring a wide breadth of knowledge and experience to my role as Client Sales Assistant and Assistant Investment Representative to Michael Sanson. After working for many years in a retail bank environment, I chose to move to my current position where I am an integral part of a team of highly successful Investment Advisors with a focus on building on Financial Strategies and Wealth Management. My years of industry experience provide me with solid knowledge and the ability to serve our clients well. I pride myself on my problem-solving abilities and am ready to meet new challenges head-on.
- Phone: (289) 295-3510
- Email:sue.troke@manulifewealth.ca
Sukhi
Assistant Investment Representative
Sukhi
With over 25 years of experience in the Financial Services Industry, I bring a wide breadth of knowledge and experience to my role as Client Sales Assistant and Assistant Investment Representative to Michael Sanson. After working for many years in a retail bank environment, I chose to move to my current position where I am an integral part of a team of highly successful Investment Advisors with a focus on building on Financial Strategies and Wealth Management. My years of industry experience provide me with solid knowledge and the ability to serve our clients well. I pride myself on my problem-solving abilities and am ready to meet new challenges head-on.
- Phone: (289) 295-3510
- Email:sue.troke@manulifewealth.ca
Core Values
Our Core Values and Philosophy
Discipline
Maintaining a structured and consistent approach across all market conditions.
Transparency
Clear communication and thoughtful guidance so clients can make confident decisions.
Partnership
Working closely with clients as their priorities, goals, and circumstances evolve.
Our Process
Our Structured Approach
Understanding your priorities, current financial position, and long-term objectives.
Developing a coordinated approach that aligns investments with income needs, risk tolerance, and long-term goals.
Implementing the strategy through investment selection, account structuring, and risk management solutions.
Monitoring and adjusting your strategy as markets and life circumstances evolve.
Start the Conversation
Start the Conversation Today
Schedule a consultation to review your current strategy and explore opportunities to strengthen your overall financial position over time.