RiverKeeper Wealth Management
We think of wealth as a river that flows throughout one's lifetime: You’ll contribute to help it grow and draw from it to fulfill your goals. Your vision for the river may transcend your own life, flowing into the rivers of loved ones. By building a relationship with you and tending to your wealth, we are your RiverKeepers.
Gillian Curik & Hank Wissenz
Founders of RiverKeeper Wealth Management
Our mission
We aim to help you achieve a sense of financial well-being. It starts by understanding your vision for retirement and determining your “retirement number” — how much you’ll need to retire comfortably. Once we create your personalized plan, we then help guide you through various stages of retirement.What you can expect
- Meticulous planning and open communication
- Experienced advisors, working together since 1987
- Smart solutions for wealth accumulation
- Mindful decision-making
- Withdrawal strategies for retirement
- Tax-efficient legacy planning
- Insuring what matters most
- Estate planning strategies and wealth transfer guidance
- A five-person team to support your family
Gratitude from clients in the Niagara Area
Hank, Gillian, Katrina, Rebecca and Juvaleen,
We were surprised to get a box of delightful treats delivered to our front door! Your note made us reflect on the long relationship we have had with the RiverKeeper team throughout your different phases and growth. We believe that it is us that have never fully expressed our gratitude to all of you. Throughout the different phases of our lives, we have always counted on your sound voices of support, mindful approach, and professionalism to meet our financial goals. We honestly believe we wouldn’t have the life we enjoy now without our partnership with you. We look forward to our continued relationship and thanks for being there for us.
Gratefully,
Janet and Eric T.
As of March, 21, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
We were surprised to get a box of delightful treats delivered to our front door! Your note made us reflect on the long relationship we have had with the RiverKeeper team throughout your different phases and growth. We believe that it is us that have never fully expressed our gratitude to all of you. Throughout the different phases of our lives, we have always counted on your sound voices of support, mindful approach, and professionalism to meet our financial goals. We honestly believe we wouldn’t have the life we enjoy now without our partnership with you. We look forward to our continued relationship and thanks for being there for us.
Gratefully,
Janet and Eric T.
As of March, 21, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
What is your retirement number?
It’s the amount of money you’ll need to achieve your vision for retirement. We can determine yours over a cup of coffee. Contact us at riverkeeper@td.com or (905) 704-1400.
