“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.
Province Licensed In: Manitoba
Jeff Harris
Uri Kraut
John Fini
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.
Cameron Rennie
Our team focuses primarily on the needs of pre-retirees and retirees, business owners and entrepreneurs, agriculture and farming families, and executives. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Robert Rusak
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Barbara Reid
Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.
David Chaim
A Certified Financial Planner, CFA level 3 2019 Candidate, and graduate of McGill University with a major in Physiology (Biotechnology Minor) and the Scotia Wealth Management Associate Program, David leads the business development and wealth planning initiatives of our practice.
Formerly a research associate at St Michael’s Hospital, a prolific event planner at McGill and – more recently – the manager of a prominent Toronto restaurant, David has also acted as a First Response Medic in Israel.
A dedicated world traveller, music lover, connoisseur of mixology and cuisine – David is a consummate host – he is also a dedicated philanthropist who has taken a leadership role in orchestrating events in support of the Canadian Cancer Society, Movember, Breast Cancer Society, United Way, and the Old Mission Brewery.
His extra curricular activities include taking courses in computer programming and graphic design.
When not working or studying, David is a tenacious basketball, baseball and rugby player and a huge supporter of Toronto-based sporting teams, including the Raptors, Blue Jays, Leafs, and Argos.