I am here to help you meet your financial objectives and believe in responsible investing. We feel our personal service makes the difference – let us help you organize your personal investment portfolio.
Riverwalk Wealth / Investia is a registered Mutual Fund Dealer offering you access to more than 100 of Canada’s top investment management companies. Riverwalk Wealth – Newmarket offers investors a network of experience, professional financial consultants and a broad range of quality products and services.
Our diverse range of products include:
• Guaranteed Investment Certificates
• Term Deposits
• Mutual Funds
• RRSPs and RESPs
• RRIFs and LIFs
• Tax Free Savings Accounts (TFSA’s)
• Monthly Savings Plans
We bring to the financial industry a unique blend of personal service and investment options. We welcome you and look forward to working with you to meet your financial goals.
Archives: Company Profiles
Holds company profiles and specific data
Joss Biggins
Andrew Bradshaw, CFP®, CIM, RIAC, MFA-P®
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
Association of Canadian Pension Management
ACPM is the leading advocacy organization for a balanced, effective and sustainable retirement income system in Canada and our membership manages retirement plans for millions of plan members.
Craig Webster
Jonathan Bolduc
Depuis près de 20 ans, je suis un conseiller en placement au sein du Groupe Ouellet Bolduc, une équipe de Valeurs mobilières Desjardins. Nous sommes fiers de gérer près de 1 milliard d’actifs grâce à une équipe composée d’une quinzaine de personnes réparties dans les différentes régions de la belle province du Québec (Rimouski, Gaspésie, Québec, Montréal). Notre style de gestion valeur mise sur la sélection de titres de grande capitalisation de qualité.
En plus d’accompagner nos clients dans l’atteinte de leurs objectifs financiers, nous prônons l’adoption de saines habitudes de vie par l’intermédiaire d’une implication active dans des activités caritatives comme le défi Pierre Lavoie. En effet, nous cherchons à sensibiliser les gens à l’importance de demeurer actifs pour leur bien-être physique et moral améliorant du coup leur qualité de vie.
C’est pourquoi nous avons décidé de créer un nouveau mandat de gestion ESG qui combine notre expertise financière à notre souci d’avoir un impact sur nos clients et les générations futures. Grâce à la collaboration de notre partenaire Vigeo Eiris, nous offrons une solution qui va contribuer à faire une différence.
Diane Castonguay
Katrina Chan
Fidelity Investments Canada
Fidelity Investments Canada ULC is one of Canada’s top investment management firms managing a total of $135 billion in mutual fund, ETF and institutional assets. This includes $34 billion in assets for institutional clients including public and corporate defined benefit pension and defined contributions plans, sub-advised programs, endowments, foundations and other corporate assets on behalf of clients across Canada as at May 31, 2019.
Fidelity Investments Canada ULC provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.