Good Neighbours Pick

Carruthers Walker Financial

For over 25 years, Carruthers Walker Financial has passionately worked with families and businesses to ensure their financial and insurance objectives are achieved

5.0· 9 Google reviews
(905) 713-645015054 Yonge St, Aurora, ON L4G 1M4carruthersfinancial.ca
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Carruthers Walker Financial, Financial Advisor in Aurora
25+Years
BoutiqueService
5.0On Google
Services

What They Offer

📈
Financial Planning
Thoughtful planning aligned with your goals, life stage, and business needs.
🛡️
Insurance & Benefits
Group benefits and insurance to protect what matters.
💼
Investments
Investment guidance to support your complete financial journey.
Our Recommendation

Why We Recommend Them

“Carruthers Walker treats you like a person, not a portfolio number — 25+ years of steady, tailored guidance for families and businesses alike. That is exactly why they are our pick.”

Good NeighboursGood Neighbours Aurora

We chose Carruthers Walker Financial because they bring over 25 years of consistently helping both families and businesses build strong financial foundations.

Their boutique approach means you’re not a number – you get thoughtful advice that’s aligned with your goals, life stage, and business needs.

With years of experience in group benefits, financial planning, insurance, and investments, they’re set up to support your complete journey – from starting out, to running a business, to protecting your legacy.

🤝
You Are Not a Number
A boutique approach means advice aligned with your real goals.
🗓️
25+ Years
Over 25 years helping families and businesses build strong foundations.
🧭
Whole-Journey Support
From starting out to protecting your legacy.

Our guide to finding a financial advisor in Aurora·How we choose

In Our Words

Meet Carruthers Walker Financial

Good Neighbours Aurora recommends
Carruthers Walker Financial

For over 25 years, Carruthers Walker Financial has passionately worked with families and businesses to ensure their financial and insurance objectives are achieved.

5.0 from 9 Google reviews
25+Years
BoutiqueService
5.0On Google
Good Neighbours
What People Say

Google Reviews

Carruthers Walker Financial is rated 5.0 out of 5 from 9 Google reviews. Here is what some of those customers wrote, in their own words:

L
Leslie M.
Google review · October 2021
★★★★★

“They began by asking the right questions about our financial goals and risk tolerances, and by listening carefully to our answers.”

M
Mahyar A.
Google review · March 2021
★★★★★

“The team is super responsive and can pull from many sources of knowledge to customize a plan and strategy.”

E
Erin C.
Google review · June 2021
★★★★★

“I feel educated and empowered for financial success in the future.”

Read all 9 reviews on Google →
Common Questions

FAQ

Carruthers Walker is a boutique firm offering financial planning, investment management, retirement and estate planning, income tax planning, cash flow management, insurance and family protection, and group benefits for businesses. Having all of that under one roof means your plan, investments and coverage are working together.
The firm is led by partners Keith Carruthers, CFP, CHS, RIS, and Jennifer Walker, CFP, CEBS, RIS, CHS, MFA-P. They’re supported by financial advisor Diego Di Tolla, RIS, and Kennedy Grams, manager of client financial services, so there’s a small, familiar team looking after your file.
For over 25 years, Carruthers Walker Financial has worked with families and businesses to help them reach their financial and insurance goals. That kind of longevity means many clients have stayed with the same advisors through several life stages.
Their office is at 15054 Yonge Street in Aurora. You can call (905) 713-6450, email yourteam@carrutherswalker.ca, or use the Book a Meeting link on their website to set up a first conversation.
Pretty much every stage of life. Their website lists couples just starting out, young families, established families, business owners, retirees and high-net-worth clients. Whether you’re saving for a first home, planning for your kids’ education or working toward retirement, they tailor the plan to where you are.
Carruthers Walker follows a six-step needs analysis. They gather and assess your financial information, clarify your goals and values, identify barriers, give you written recommendations and alternatives, help put the plan in place, and then review and revise it over time so it keeps pace with your life.
Carruthers Walker suggests a planning conversation whenever life changes in a way that could affect your financial future, such as retirement, a job loss, an inheritance, a new addition to the family or the loss of a spouse. Those are the moments when a written plan helps most.
Yes. They design group benefit plans covering extended health and dental, disability, life insurance, and group retirement and pension plans, with access to multiple carriers. They also offer a health spending account option through MyHSA and review your plan’s usage over time to keep it working for your team and budget.
Yes. Clients can check their portfolio through the Wealthview portal, and there’s a mobile app through Investia, the mutual fund dealer the firm works with. Group benefits members can log in to MyHSA. All of these are linked from the Carruthers Walker website.
Fees and compensation aren’t published on their website. The best way to understand costs is to book an initial meeting and ask how they’re paid for the services you need, whether that’s a full financial plan, investments, insurance or group benefits.
From the Library

Advice from Carruthers Walker Financial

July 1, 2026 · Financial Advisor
How Financial Planning Changes Through Different Stages of Life

Financial planning is not something you do once and never think about again. As life changes, so do your priorities, responsibilities, and goals. The

With Carruthers Walker Financial →
May 29, 2026 · Financial Advisor
When should I start working with a financial advisor in Aurora?

When life changes in a way that affects your money: a new child, an inheritance, a job loss, retirement. What a first meeting covers at an Aurora firm.

With Carruthers Walker Financial →
April 17, 2026 · Financial Advisor
Why Experience and Personal Attention Matter When Choosing a Financial Planner in Aurora

Choosing a financial planner is rarely just about credentials or numbers. For most people, it is about finding someone who takes the time to understand their

With Carruthers Walker Financial →
Find Us

Visit Carruthers Walker Financial

15054 Yonge St, Aurora, ON L4G 1M4

Get directions (905) 713-6450

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