Province Licensed In: New Brunswick
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.
Anders Bell
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Shane Borthwick
At Impact Wealth, we help entrepreneurs and families create, protect, and use wealth to build a better future — for their family, their community, and the planet.
Our approach is grounded in Clarity, Access, and Care, and brought to life through our signature WealthBook experience — a complete view of our clients’ financial lives that connects investments, insurance, business strategy, and legacy planning into one coordinated framework. It’s how we turn complexity into confidence and ensure every decision is aligned with what matters most.
Acting as a personal CFO or central family office, we help clients plan for what’s ahead — from retirement and business succession to navigating the unexpected — while identifying gaps they may not see and opportunities they may not know exist.
As an independent firm, we provide access to institutional-quality public, private, and alternative investments through partners such as Mandeville Private Client — solutions traditionally reserved for ultra-high-net-worth investors.
Responsible investing has been core to our philosophy since day one. We believe aligning capital with long-term environmental and social outcomes not only reflects our clients’ values, but also helps reduce risk and improve long-term performance.
In 2022, we became Atlantic Canada’s first Certified B Corporation® wealth advisor, reinforcing our commitment to using business as a force for good.
If you’re looking to bring structure, purpose, and impact to your wealth, we invite you to connect and request an introductory WealthBook — and start building Wealth, Well-Built.
Sterling Rempel, RIAC CFP CIM CLU TEP MFA-P
Your values are deeply personal. Our approach is too.
We work with clients to consider the profound questions, ‘Will I be OK?’ and ‘How can I look after my family?’, and move beyond that to help them connect their money to what’s meaningful to them.
We help business owners and professionals align their finances with their values, by planning for financial independence, family and social legacies, responsible investing and philanthropy.
People like doing business with us because they are ready to combine meaning with their money.
We are licensed as an independent agent to provide our clients with tax-preferred insurance solutions, employee benefit plans, responsible investments and sustainable retirement income.
Jackie Ramler
“Investors are becoming more aware that their investment dollars can impact how corporations make important decisions with regard to Environmental, Social and Corporate Governance issues. Having qualified financial advice can save not only money and taxes but provide peace of mind in moving forward.”
-Jackie Ramler
JACKIE RAMLER holds her Master’s in Business Administration (MBA), is a Chartered Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). She is a dedicated, passionate and highly-respected leader in the financial advisor industry. Since 1995, Jackie has worked with clients in assessing the financial needs of corporate owners, business professionals and their families. Drawing on her undergraduate degrees in Environmental Science and Political Science, she specializes in designing and evaluating investment portfolios that screen for Environmental, Social and Corporate Governance issues (ESG).
CREDENTIALS AND EXPERIENCE:
•Bachelor of Arts, Environmental and Political Sciences, Willamette Univ. Oregon 1982
•Masters in Business Administration, Marylhurst Univ. Oregon 1993
•Chartered Financial Planner (CFP), 1998
•Family Mediation, Northwestern University, 2005
•Financial Management Advisor, (FMA), 2008
•Responsible Investment Advisor, (RIA), 2014
•Chartered Investment Manager (CIM), 2015
•Portfolio Manager, 2016
•Board of Directors, Collaborative Practice Toronto, 2005 to 2009
•Board of Directors, Treasurer for Ontario Association of Family Mediators, 2006 to 2013
•Board of Directors, Rainbows for All Children Canada, 2010 to present
WHAT JACKIE DOES FOR HER PROGRESSIVE CLIENTS
•Gets to know her client, their family and their corporation
•Collects and organizes the financial data and ESG priorities – Positive and Negative
•Analyze the financial information to identify solutions to meeting priorities
•Uses a 7 point screening investment system to consistently beat the ESG and Janzi index returns.
•Stays in contact with clients on a regular basis to review portfolio and ensure clients are on track to attain goals within their portfolio guidelines.
Josh Quinton
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com
Graham Isenegger
We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.
The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.
Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.
We have the scale, flexibility and independence to tailor solutions just for you.
Ryan Colwell
Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.