logo
logo
  • Membership
  • Events
  • Academy
Menu

Login/Register

Forgot Password

Trying to access the Canadian RI Fundamentals Course? Sign in here

Not a Member? Register Now!
  • En
  • Fr
logo
  • Membership
  • Events
  • Academy
  • About the RIA
  • Intro to Responsible Investment
  • Membership
  • Events
  • RI Marketplace
  • Magazine
  • Research & Policy
  • Training & Credentials
  • Contact Us
© Copyright 2025
Responsible Investment Association.

Province Licensed In: New Brunswick

Michael Higgins

For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.

Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave

Kimberly Beaton

Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.

Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.

Angela Dibblee

Kelley Reid

Comprehensive financial planning

David Morgan

We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.

Greg MacPherson

Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 28 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.

Elizabeth Hurly

Hurly Wealth Advisory of Raymond James Ltd., is a broadly resourced, boutique style service for select clients in Canada and the U.S., with a focus on responsible investing.
We partner with executives, professionals, high-net-worth individuals and their families, who are looking for solutions to their complex financial needs. We take pride in offering you independent and individualized investment advice and financial planning.
Together, our process is one of discovery, in which we refine and co-create strategies for your financial success, by leveraging the first-class resources of Raymond James, and our own extensive network of professionals. Providing sound financial stewardship to you is a key strength that we offer.
By working with us, you will gain a better understanding of your present situation and the vision, guidance, and support you want, to make informed decisions for your future.

Richard Nickerson

Jeff Harris

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.

Posts navigation

Older posts
Newer posts

Search

Recent Posts

  • The Role of Multi-Family Retrofits in Community Revitalization
  • Impact Investment in Public Equities
  • Navigating Emerging Markets: 15 Years of Investment Insights
  • Investor Considerations for Assessing ESG Metrics in Executive Compensation Plans
  • How To Build a Real Net-Zero Portfolio 

Recent Comments

    Archives

    • April 2025
    • December 2024
    • October 2024
    • July 2024
    • June 2024
    • April 2024
    • January 2024
    • October 2023
    • September 2023
    • May 2023
    • February 2023
    • November 2022
    • August 2022
    • May 2022
    • February 2022
    • November 2021
    • July 2021
    • June 2021
    • May 2021
    • January 2021
    • November 2020
    • July 2020
    • January 2020
    • September 2019
    • August 2019
    • May 2019

    Categories

    • Announcements
    • RIA Blog
    • Uncategorized