Our Approach

A goal without a plan is just a wish

We create a plan that’s as unique as your fingerprint, using this approach:
  • Your goals. We’ll ask you about your priorities and goals, and what you want your future to look like.
  • Your retirement number. This is the amount you’ll need to save in order to sustain the retirement lifestyle you want. We make sure it accounts for the rising cost of living over 30+ years.
  • Your personalized plan. We work alongside you to craft a plan to help achieve your vision. Our prudent, time-tested approach is based on disciplined diversification and tax-efficient strategies.
  • Ongoing counseling. Emotions can influence decisions that impact financial results, so we’ll help guide you. We aim to ensure there is enough in your river to share with the people and causes that matter to you.  
  • Annual reviews. We feel strongly about open communication. During review meetings, we share progress toward your goals, suggest strategies to help you achieve them, and listen to your concerns.
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Our philosophy

  1. We are long-term equity investors working toward achieving your long-term financial goals. We believe the real risk you face is the erosion of purchasing power due to inflation. Historically, the returns produced by a diversified portfolio of equities have provided the best inflation protection.
  2. The only benchmark that matters is how you are tracking toward your own goals. We believe comparing portfolio results to an index is irrelevant to your long-term success.
  3. The equity market cannot be accurately timed, so we do not try to forecast, predict or time it. We believe investors must ride out frequent but historically temporary market declines to capture the full long-term premium of equities.
  4. Our guiding principles are faith in the future, patience to wait things out, and discipline to stick to the plan.

Subscribe to our insights by emailing us at at riverkeeper@td.com

Our Community

At RiverKeeper Wealth Management, we want our river to flow into our community to strengthen the charitable causes and initiatives we believe in. We started our charitable giving foundation in 2006, and since then have proudly supported:

Heartland Forest
Food4Kids Niagara
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
BoxRun
Niagara Falls Outreach
Salvation Army
Healthy Heart-Heart Niagara
Pathstone Foundation
Wellspring Niagara
Wells of Hope
Start Me Up Niagara COVID-19 Critical Response campaign
Niagara Falls Soup Kitchen
Community Outreach Program Erie
Socks for Change
We’ve guided clients through eight bear markets.

If our experience and approach appeal to you, contact us at riverkeeper@td.com or (905) 704-1400 to request a meeting. 

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