Small business planning Archives - Page 9 of 13 - Responsible Investment Association

Chris Chung, PFP RIAC FCSI FEA

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.

Andrew Bradshaw, CFP®, CIM, RIAC, MFA-P®

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.

Collin Chow

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.

Kristel High

Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.

John Stewart

My career began over 30 years ago on the bond desk of a major dealer, and over time, I eventually made my way to pension services at another firm. Almost 20 years ago, I joined TD Asset Management and eventually led a team of Investment Specialists. In 2003 and 2004, TD gave me leave to serve with the Canadian Army in Afghanistan (I was a Major in the active Army Reserve, and finished with 42 years of service in Canada and many parts of the world). After service in Afghanistan, I came back to TD and made my way back to the role of Investment Advisor, which I thoroughly enjoy!

In addition to my various financial designations, I hold a degree in Latin American Studies with a concentration in Developmental Economics (B.A.) from University of Toronto, and a Master of Laws (LL.M.) in Commercial Law – litigation, which I earned in England. I have also graduated from U of T with programmes in Business, Human Resources Management, and Alternate Dispute Resolution, and from the United Nations OCHA programme conducted in Buenos Aires by the UN. My ongoing involvement in the University of Toronto has included serving on Governing Council, where I was the Vice-Chair of the University Affairs Board, and Chaired the Boundless Campaign for Woodsworth College. I also served for many years in the role of Board Member and Treasurer for Academics Without Borders, St. John Ambulance Council For Ontario and have been involved in the governance of many other organizations.

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.

Petra Remy

“What’s Your Story”

While you Steer your Career or Business
Who’s Steering your Finances?

Changes in the financial world happen fast. Filtering through the noise and anticipating market fluctuations is job that no hard-working professional has time for. While you dedicate your time to professional growth in your field, the Remy Investment Group will stay at the front lines of your financial plan, and help you reach sustainable growth with a complete wealth management strategy.

Financial management has become increasingly complex. With so many different aspects of personal professional finance to manage it is essential to have a full team of experts handling the specialized details of your tax, estate, investment, transitioning, cash flow considerations and ESG screening.

Responsible Investing; Transition Strategies; Investment Strategies; Estate Management; Tax Strategies and Genuine Communications.

Daniel Cheng, CFA, RIAC, FCSI

For more than 20 years, Daniel has provided sound financial advice and portfolio management to individuals, families and businesses. He helps clients protect and grow their wealth through an income-oriented and risk-managed dividend growth style. His expertise allows him to provide unbiased wealth management advice to clients, which includes aligning their investments with their core values. Daniel’s past role as the lead Portfolio Manager of a top-ranked Canadian dividend fund, small cap fund and energy fund provides clients with a unique investment approach normally only available to large institutions and funds.

A lifelong Calgarian, Daniel has a Bachelor of Commerce degree with a major in finance from the University of Calgary’s Haskayne School of Business. He has also earned the coveted accreditations of Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) and Responsible Investment Advisor Certification (RIAC). He is also Life Insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies.

Daniel is actively involved with numerous charities including serving on the Boards of the Luna Child and Youth Advocacy Centre and Wing Kei Care Centre. He is a student mentor in the University of Calgary’s Calgary Portfolio Management Trust Program and is Honorary Chair of the Up the Down Dinner in support of the Down Syndrome Resource Foundation. Daniel is married with two young girls. His passions include travelling, reading, playing tennis, skiing, cycling and being able to give back to the community.