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.
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.
Both EthicInvest & Joss Biggins have a collective mission to integrate environmental and social needs with investment portfolio planning. We believe that every investment portfolio can be guided to achieve financial returns with reduced risk by overlaying environmental and social considerations. We understand this to be the best path towards achieving sustainable long term returns and building a more equitable, just and sustainable world.
EthicInvest has been in existence for almost 30 years and was founded by Anthony Edwards of Leede Jones Gable Inc., a boutique brokerage firm with approximately 4.5 billion in assets under management and offices across Canada.
Joss Biggins practices primarily out of the Comox Valley, Vancouver, British Columbia and surrounding areas. Joss works primarily with Entrepreneurs, families and young professionals looking to build wealth over the long term.
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.
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
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.