Gillian Curik, Investment Advisor,St. Catharines, ON

Phone

Office

Office Location

25 Corporate Park Drive Suite 101 St. Catharines, ON L2S 3W2. map

I knew from a young age that I was destined for the financial industry. Growing up with a father who was a stockbroker and mining engineer, our family dinner discussions often revolved around local gold stocks, the price of gold, the market, dividends and inflation. Intrigued by it all, I began working alongside my father and soaked up as much as I could. When I was old enough, I took my Canadian Securities Course and was on my way. My father taught me many valuable lessons, but one that is forever ingrained in my mind is ‘your word is your bond’. It’s a lesson I carry with me, pass along to my family and team and try to live up to in every client interaction. It is important for me to develop trusting relationships with the people in my personal and professional life.

In the early stages of my career I knew I wanted to do more than just mine stocks. I wanted to help simplify the complexities of wealth management, so my clients felt more confident in achieving their financial and retirement goals. Becoming an Investment Advisor who specializes in retirement income has proven to be so fulfilling because I get to do just that. For over 35 years, I’ve helped clients achieve their vision for their retirement and legacy.

Hank Wissenz and I founded RiverKeeper Wealth Management. We’re an experienced team of specialists dedicated to helping our clients define and achieve their goals for the present and future. We are there for each step of the retirement planning process and ensure you have the tools and knowledge to succeed.

Phone

Toll Free

1(800) 701-7279

Fax

(905) 682-2601

Branch Phone

(905) 704-1405

Branch Fax

(905) 682-2601

Certificates

FCSI®

CFP®

CIM®

Languages

English

Education

Bachelor Degree from Brock University

Community Involvement

Proud supporter of local charities through RiverKeeper Wealth Management's charitable giving foundation

My Background

After receiving my Bachelor in Business Economics from Brock University, I jumped at the opportunity to further my education so I could provide more support to my clients in specialty areas. I attained the following designations and credentials:
• Certified Financial Planner (CFP®)
• Fellowship to the Canadian Securities Institute (FCSI®)
• Certificate in Retirement Strategy
• Bachelor of Business Economics
• Chartered Investment Manager (CIM®)

The FCSI® is the most senior credential in Canadian financial services. I felt strongly about completing the FCSI® because it is reserved for an elite group of experienced financial service professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. For me, trust and integrity are at the core of all successful client relationships. By expanding my knowledge base, I'm confident that I can provide a higher level of service.

In addition to my career, I love spending time with my family and enjoy being active. When the weather is nice, you can find me outdoors swimming, playing volleyball or biking. During the winter, I love spending my time on the slopes with my family and friends. Always eager to try new things, I recently learned how to play pickle-ball which ignited my competitive spirit.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Market Commentary

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My Background

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.