At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 26 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
“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.
“Making a meaningful difference in the lives of my clients by working together to plan, grow, and protect their wealth with confidence”
What clients can expect from me:
•ALWAYS unwavering in working in your best interest
•Trustworthy, Ethical, Customized and Comprehensive Financial Planning & Wealth Management – not a one-size fits all approach!
•Committed to being fully transparent on fees and cost-effective
•Widest range of investment options with NO commission bias
•More time dedicated to you as smaller client base
•Capital preservation focus while being adaptive to changes in the industry
•Experienced Investment Manager with over 15 years in the industry
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.
Certified Financial Planner (CFP) working with high-income professionals and high net worth families to ensure that their portfolios are properly structured for maximum risk management and tax efficiency.