“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.
Province Licensed In: Manitoba
Jeff Harris
Juliane Goyette
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.
Cameron Rennie
Our team focuses primarily on the needs of pre-retirees and retirees, business owners and entrepreneurs, agriculture and farming families, and executives. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Robert Rusak
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.
Barbara Reid
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.
Kristel High
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.
Agnes Balcerzak BA, CFP, PFP, RIS
“A goal without a plan is just a wish”
– Antoine de Saint-Exupery
As a Wealth Advisor, my role is to help my clients plan for and protect their financial future, while achieving peace of mind in the present. I help my clients define their goals and then structure a plan that will act as a road map to achieve those goals. I truly believe in building trust and long-lasting relationships with clients. My goal is to help them understand and navigate the financial world.
For me, financial planning is more than just a career; it’s a passion. I am committed to ongoing education in my chosen field to ensure I am always up-to-date on all the complex issues that take place in this exciting and dynamic industry.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Tim Nash
Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.