I grew up with the belief that we were put on this planet to do good for others. Financial matters impact us all and there is so much we aren’t taught in the early years. It is for this reason that I entered into the financial industry – it allows me to do something where I can live up to that belief daily. In the 32 years I have spent providing financial advice to clients, I’ve uncovered that my experience and passion shine brightest when I am supporting clients with their retirement income planning. I help people close the gap of where they are today and where they need to be to retire. This requires patience, planning and commitment. I work alongside my clients to understand their unique goals and desires. From there, we build a comprehensive plan that is designed to help them to accumulate the wealth they need to pursue their retirement dreams.
Gillian Curik 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.
I completed a degree in Economics, but what has prepared me best for this career is spending ten years working for a small business where I worked directly with clients and staff on the front lines. My educational background coupled with my work experiences have equipped me with the tools and knowledge to best support clients in their financial journey. When I think about what I love most about my job, the answer is simple. It’s the people I work with every day. I feel driven by supporting my clients in reaching their long and short-term financial goals. I understand some of the challenges that can come with retirement planning and times of transition, but I like to empower my clients through open dialogue to alleviate some of the complexities that can arise. By working together with open communication, I can help you avoid the unnecessary pitfalls that others may fall into.
My life isn't all work and no play. I love human powered sports, especially on the snow and water. Cross-country skiing, downhill skiing and my favourite, back-country skiing, are winter activities I train for all year round. When the sun is shining, you can find me swimming, paddle boarding, kayaking, sailing, windsurfing and wind foiling. That’s how I take advantage of living on the shore of Lake Erie. I’ve also got a passion for music and love playing my guitar to unwind.
Toll Free: 1(800) 701-7279
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601
Bachelor's Degree from University of Guelph, Personal Financial Planner (PFP®) designation from the Canadian Securities Institute
Proud supporter of local charities through RiverKeeper Wealth Management's charitable giving foundation
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.