Wealth preservation is the basis for all my investment decisions, but I also incorporate Tax efficient investing knowing it is not what you make but what you keep that matters.
Creating a plan is essential to accomplishing any endeavor. Whether it is a comprehensive financial plan, a retirement plan or an investment plan to provide for your family I work with clients to create proposals that ensure their goals are achieved.
Having invested in renewable energy for decades it made sense to complete my Responsible Investing Specialist (RIS) designation from the Responsible Investing Association and thus I’m comfortable building individualized fossil free and socially responsible portfolios for my clients and members.
I am an investment advisor and financial planner with 15 years experience. From CSI I hold the Personal Financial Planner (PFP) designation as well as the Qualified Associate Financial Planner (QAFP) from FP Canada. I’m currently a member of the Responsible Investing Association, the Canadian Institute of Financial Planning as well as FP Canada. Through these affiliations I am constantly upgrading my knowledge with seminars and courses.
As a securities-licensed advisor with Aligned Capital Partners, I can provide a broad range of investment solutions including stocks, bonds, alternative investments, Exchange Traded Funds, and mutual funds on a fee-based platform matching a cost structure to suit your requirements.
Serving the Toronto GTA region and willing to travel for meetings.
“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.
I am here to help you meet your financial objectives and believe in responsible investing. We feel our personal service makes the difference – let us help you organize your personal investment portfolio.
Riverwalk Wealth / Investia is a registered Mutual Fund Dealer offering you access to more than 100 of Canada’s top investment management companies. Riverwalk Wealth – Newmarket offers investors a network of experience, professional financial consultants and a broad range of quality products and services.
Our diverse range of products include:
• Guaranteed Investment Certificates
• Term Deposits
• Mutual Funds
• RRSPs and RESPs
• RRIFs and LIFs
• Tax Free Savings Accounts (TFSA’s)
• Monthly Savings Plans
We bring to the financial industry a unique blend of personal service and investment options. We welcome you and look forward to working with you to meet your financial goals.
Both EthicInvest & Joss Biggins have a collective mission to integrate environmental and social needs with investment portfolio planning. We believe that every investment portfolio can be guided to achieve financial returns with reduced risk by overlaying environmental and social considerations. We understand this to be the best path towards achieving sustainable long term returns and building a more equitable, just and sustainable world.
EthicInvest has been in existence for almost 30 years and was founded by Anthony Edwards of Leede Jones Gable Inc., a boutique brokerage firm with approximately 4.5 billion in assets under management and offices across Canada.
Joss Biggins practices primarily out of the Comox Valley, Vancouver, British Columbia and surrounding areas. Joss works primarily with Entrepreneurs, families and young professionals looking to build wealth over the long term.
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.