At RiverKeeper Wealth Management we help you achieve your retirement goals from start to finish. We’re retirement income specialists dedicated to you and your families’ success. Our goal is to help you generate a lasting income stream to retire comfortably in the lifestyle you desire. You will benefit from our smart solutions for wealth accumulation and proven withdrawal strategies to help you maintain your desired lifestyle in retirement.
Our clients benefit from our meticulous planning, open communication and proven track record of results. We believe better planning produces a better outcome. Our team will guide you along the right path with ease and confidence to help ensure there is enough in your stream to share it with the people and causes that matter most to you. We bring over 100 years of combined experience and have been helping client’s retirement comfortably for over 30 years.
As retirement income specialists , we have the proven experience to guide you through the aspects, decisions and complexities that arise during the stages of retirement:
It all starts with having a vision of what you want your future to look like. From there, we work alongside our clients to create a plan to help them get to where they want to be. Our iterative planning process combined with our custom client reporting, lets you know how you’re tracking towards your goals. Life is filled with uncertainty, so if your circumstances evolve, your plan will too. Our approach to risk management helps ensure you are protected along the way.
In this stage, it’s important to try on the retirement lifestyle you chose to see how it fits. We refer to this as retirement bootcamp. Clients will test out the financial plan we have created and will receive ongoing support to ensure they are living comfortably and reaching the goals they have outlined. Transitioning into retirement can be emotional. For most clients, this helps them feel financially secure and gives them the confidence needed to begin the next chapter. For others, it can be a time of reflection. They may choose to work a few more years to increase their contributions before retirement. We’re there to support you during this time. We provide guidance and keep you informed of the best options and strategies available to you.
Once you have reached retirement, it is important to continue to monitor your financial well-being. The team at RiverKeeper Wealth Management is here to support you by implementing strategies to help maximize your income stream, guide you to make safe withdrawals and ensure your estate plan is in order. With our team's guidance, you can mitigate the uncertainty that often arises – will my stream run dry? What will happen to those I leave behind? Can I pass along something to the next generations?
Reach out to us at firstname.lastname@example.org or call 1-800-701-7279 to start the conversation and discover how we can help you. We will explore what your vision is for the future, determine your retirement number and discuss strategies to get you there. What’s a retirement number? It’s the amount of money you will need to retire comfortably and remain comfortably retired. Everyone should know their number, but few do. It’s as unique as your fingerprint - this number is specific to you, your circumstances and goals.
The team at RiverKeeper prides itself on delivering a personalized approach. We work with our clients directly to understand what their goals and aspirations are for the present and future. With this knowledge, we can create a plan tailored specifically to you. We are there at every step of the retirement planning process and ensure you have the tools to succeed.
A goal without a plan, is just a wish.
We apply concepts of behavioural finance in our approach to wealth management so we can ensure you get the best result. Research studies on behavioural economics and finance show that despite one’s best intentions to make rational decisions, emotions and unconscious biases often influence choices that can impact financial results. To avoid these potential pitfalls, we are here to guide you and monitor your progress. Creating and sticking to a long-term plan also improves the ability to keep emotions and biases out of decision making. This is why we feel strongly about open communication with our clients, are relentless in our approach to planning and anchor our discussions around it.
We want to you to feel confident in knowing how you are tracking towards your goals, so we created custom client reporting that does just that. We’ll be there each step of the way, as an advisor and coach, to guide you towards the life you envisioned.
|• Investment management
• Wealth planning
• Tax minimization strategies
• Business succession planning
• Private banking solutions
• Customized credit
• Cash and deposit management
|• Strategies for inter-generational wealth transfer
• Philanthropic giving & planning
• Will & estate planning
• Power of attorney services
• Executor services
• Trustee services
*Provided in collaboration with additional TD specialists
At RiverKeeper Wealth Management, we want our river to flow into our community to deepen the strength of charitable causes and initiatives we believe in. In 2006, we started our charitable giving foundation. Since then we have proudly supported:
|• Child Advocacy
• Fort Erie Project Share Niagara Falls
• Hope Center Port Colborne
• Big Brothers & Big Sisters
• Meals on Wheels
• Walker Family Cancer Centre
• Alzheimer Society Niagara Foundation
• Niagara Falls Outreach
• Salvation Army
• Healthy Heart-Heart Niagara
• Pathstone Foundation
• Wellspring Niagara
• Wells of Hope
If you are passionate about charitable giving and philanthropy, we can help.