Gillian Curik
Senior Investment Advisor
FCSI®
CFP®
CIM®
Where wealth strategies and behavioural coaching meet for financial success
Phone
Office Location
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
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
• 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
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.
Tailored Solutions
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.