“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.
Membership Type: Advisor
Chris Chung, PFP RIAC FCSI FEA
I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
Jeff Harris
Hélène Grandmaison
Juliane Goyette
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.
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.
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.