The RiverKeeper Wealth Management Team
Based in Ontario, we provide high-touch service to our clients through both face-to-face and virtual meetings.
Gillian Curik BBE FCSI® CFP® CIM®
Senior Investment Advisor
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.
Hank Wissenz PFP® BA
Senior Investment Advisor
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.
Katrina Young B.A. (Hons)
Investment Advisor
I come from a family of lifelong learners — my grandfather was working on a Master's degree before he passed away in his late 70s. The thirst for knowledge and continual self-improvement was passed down to me. After graduating from Brock University with a BA (Hons) in English Literature and Communications, I sought a career with opportunities for personal growth through education. Wealth management offers an ever-changing environment that allows me to delve into my passion for learning and helping clients by providing them advice.The opportunity to learn extends to deeply understanding our clients. I value taking the time to get to know who our clients are in their daily lives so that we can craft a custom plan to help them achieve their vision for the future. No two plans are alike!
For many, personal finances are a big, ominous thing. In building their lives, many people haven't had the time or resources to dive into the minutiae of planning. That’s where we come in. We bring simplicity to complicated topics, making financial plans relatable. I am here to ask the right questions and give actionable advice, delivered with an understanding of your personal circumstances. It’s rewarding for me to help clients embrace their investment plan, because I know I am helping family’s with their financial wellbeing for the long term.
Many clients come to us to help determine when they can afford to retire. There’s a lot of nervousness around creating an income stream that will sustain their desired lifestyle. Seeing our detailed financial plan on paper is often an epiphany, showing them that they can indeed achieve their goals. Many are also concerned about how their financial security will be passed to future generations. We walk clients through the process, identifying gaps that could be costly if left unaddressed. In addition to my team, I coordinate with TD specialists, as well as clients’ own accountants and attorneys. Our goal is to go above and beyond expectations.
Rebecca Lamothe
Associate Investment Advisor
As a busy professional and mother of young children, I understand what it’s like to juggle family and career. I also know how important it is to have finances in order. I am blessed to have parents who taught me the importance of understanding budgeting, saving, and planning for future goals. They gave me a wonderful foundation, and my mission is to share those skills to help individuals and families achieve financial security.I’m one of the friendly voices you’ll hear when you call the RiverKeeper team. We pride ourselves in being there for our clients —Read more content start to take your call, respond to your questions, and help you work through challenges. If apprehension causes you to procrastinate planning for the future, we can help get you on the right track. Our role is to focus on the details so you can spend more time doing what you do best. It’s one less thing for you to worry about.
I believe in the impact we have on our clients’ lives, in big and small ways. Since making financial decisions can be overwhelming at times, I enjoy seeing clients’ optimism grow as a result of our working relationship.
Juvaleen Whiteford
Client Service Associate
Growing up, I lived with my parents and grandparents on a hobby farm. Hard work was a given, as was helping others. Whenever we harvested hay, our neighbors would step in and give a helping hand. That lesson stays with me today as I look for ways to help set up our clients for success. I often focus on behaviour, because it’s important to establish good habits to get on track to meet your financial goals. The long-term relationship we have with our clients enables us to do this because we understand their needs so well.Here, we treat clients like family.Read more content start Our goal is to provide high-touch service backed by our team approach, and I’m one of the friendly voices you’ll hear when you call the RiverKeeper team. I began working here in 2004 as a dedicated point of contact for clients and take pride in developing strong relationships. Whether you have an upcoming meeting, it’s tax season, or you’re dealing with estate issues, I work to help make sure you have what you need and can answer any questions you may have.
The most satisfying part of my job is helping clients through anything that may be causing worry. We spend a lot of time breaking down complicated issues into understandable terms to help clients feel confident about their decisions.
Jami Taker
Client Service Associate
I joined TD Wealth in 2021 and have gained valuable experience in the financial industry. I am passionate about helping clients plan for their future and take pride in providing a client-focused approach that puts their needs first.
From a young age, I’ve been goal-oriented, starting with part-time jobs throughout school. Early on, I developed a habit of saving and budgeting, laying the foundation for my journey toward financial independence. After graduating from Niagara College in 2013 with a diploma in Hospitality Management, I discovered my love for connecting with people and ensuring they enjoy an exceptional experience.
Outside of work, I strive to maintain a well-balanced life. I am a certified yoga instructor and enjoy gardening, growing my own produce, and cooking with my husband and daughter. Our kitchen is the heart of our home, filled with joy and laughter.
Giving back to the community is very important to me. Over the years, I’ve supported charities like Project Share, where I’ve sponsored families during the holidays and volunteered at their annual toy drive. I’ve also contributed to organizations such as Southridge Shelter, Gillian’s Place, and the Rankin Cancer Run.
I am committed to making a difference, both in my clients’ lives and in my community.
