Comprehensive financial planning
Type of License: MFDA
Joshua Henson
“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.
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.
Cory Edwards
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.
Anders Bell
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Collin Chow
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.
Susan Evel
My name is Sue Evel and I own Edgewater Financial Products. I have been in the insurance and investment industry since graduating from university in 1990. The experience I have allows me to offer my personal and business clients solutions that are custom fit to their particular situation. Everyone’s moral compass, risk tolerance, passions, hopes, fears and socioeconomic position are different and each needs to be considered when setting a plan of action into motion. I prefer to take a holistic approach, creating a comprehensive financial plan that considers all facets of the financial planning process.
Valuing education, I have obtained the designations of Certified Financial Planner CFP®, Chartered Life Underwriter CLU and most recently, Responsible Investment Specialist RIS.
I am licensed as a life and health insurance agent in Ontario and Alberta.
I offer a boutique, personal service where I can dedicate my time to each of my clients and refer as needed to professionals I network with, who are established experts in their fields (lawyers/accountants).
The environment is a concern for me along with social and corporate governance issues. I am excited to offer my clients the opportunity to invest in socially responsible funds where they can feel good about the companies they are investing in without sacrificing potential growth.
I believe in giving back and enjoy volunteering at numerous community events. I work hard to find a balance in my life and enjoy working, spending time with friends and family, reading, yoga and running.