Hank Wissenz

Hank Wissenz

Senior Investment Advisor

PFP®

BA

Where wealth strategies and behavioural coaching meet for financial success

Phone

Office

(905) 704-1402

Office Location

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

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.

Phone

Toll Free

1(800) 701-7279

Fax

(905) 682-2601

Branch Phone

(905) 704-1405

Branch Fax

(905) 682-2601

Certificates

PFP®

BA

Languages

English

Education

Personal Financial Planner (PFP®) designation from the Canadian Securities Institute

Community Involvement

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

My Background

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.

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.

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.

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.

Article

Money Talk

Cut out the noise.
Hear what matters.
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Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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