Elmira, Ontario · Serving Clients Province-Wide

Clear financial guidance, built around your goals.

Walker Wood Management Solutions provides wealth management and investment advice, tax planning, and accounting services to individuals, small businesses, and corporations — with direct access to the person doing the work.

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2016 Founded
CPA · CMA Principal Credential
Ontario Where We Serve

S&P 500 · Jan 2016 – Jul 2026

Credentials

Professionally designated and accountable to national standards of ethics, competency and continuing education.

  • Chartered Professional Accountant CPA Ontario
  • Certified Management Accountant Legacy designation, CMA Canada
What We Do

Two sides of the practice, kept clearly separate.

Investment business is conducted through our dealer. Tax and accounting work is provided directly by the firm. Each has its own page so you always know who stands behind the advice.

01

Investments

Mutual funds, portfolio construction, retirement and registered plans — conducted through Sterling Mutuals Inc., a CIRO member dealer.

  • Mutual Funds
  • Portfolio Management
  • Retirement Planning
  • RRSP · TFSA · RESP
Through Sterling Mutuals Inc. Explore investments 02

Tax & Accounting

Personal and corporate tax, accounting, and estate and succession planning — provided directly by the firm, outside the dealer relationship.

  • Personal Returns
  • Corporate Tax
  • Trusts & Estates
  • Cross-Border
Provided by the firm Explore tax & accounting

Mutual funds provided through Sterling Mutuals Inc.. Financial planning, tax preparation and accounting services are provided by Walker Wood Management Solutions and are not the business of, or monitored by, Sterling Mutuals Inc.

Walker Wood Management Solutions logo
EST. 2016 ELMIRA, ONTARIO
About the Firm

Independent advice, with direct access to the person doing the work.

Walker Wood Management Solutions was founded to bring wealth management, investment and estate planning, and tax and accounting work under one roof — the kind of coordinated advice usually reserved for larger firms, without the distance that tends to come with scale.

Because the financial plan, the investment recommendations and the tax return are handled by the same advisor, a decision in one area is weighed against its effect on the others. Nothing gets lost between departments, and nothing gets recommended that doesn't fit your actual situation.

Mutual fund and investment business is conducted through Sterling Mutuals Inc., a CIRO member dealer. Tax, accounting and financial planning services are provided directly by the firm.

  • Chartered Professional Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Serving individuals, small businesses & corporations
Independent No proprietary products
Direct One advisor, start to finish
Ontario-Wide In-person & remote clients

Let's talk about where your plans are headed.

Whether it's a tax question or a longer-term financial plan, reach out directly — no intake forms, no call centre.

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Tip: you can also hover (or tap) the logo in the header from any page to pull up these contact details.

Location
Elmira, Ontario, Canada