| Juliane McTavish-Goyette
100 - 17345 Leslie St.
Newmarket, ON L3Y 0A4
Phone: (905) 898-4228
(905) 898-4228
Fax: (905) 898-4878
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| Riverwalk Wealth (formerly HollisWealth Newmarket) provides financial advisory services and is independently owned by Juliane Goyette & her business partner Brian Lavoie. We provide diversified wealth and investment management solutions through Investia Financial Services.
Juliane and her team offer mutual funds, GIC’s, ETF’s & socially responsible investments options to clients looking to grow their portfolios. Whether you are looking to maximize your RRSP, RRIF, TFSA, non-registered or RESP funds, we have many options and solutions to meet your specific needs. Whether you are just starting out in the world of investing or you have a portfolio you would like reviewed, give Juliane a call at Riverwalk Wealth today.
| Member Since: 2006
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| Ashley Martis
123 Edward St #221
Suite 2801
Toronto, On M5V 4A9
Phone: (416) 859-6564
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| | Providing due diligence and valuations for startup investors. | Member Since: 2023
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| Ryan Charron
390 Davis Drive
Newmarket, ON L3Y 7T8
Phone: (289) 926-0905
Fax: (905) 235-7865
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| During these challenging times I am still open to help you achieve your financial goals and realize the dreams you have for yourself, your family and your business. I can also help you with life and health insurance to protect the ones you love. I offer Zoom meetings and other ways to conduct business a safe manner. Got questions? Reach out to me anytime. 😊 | Member Since: 2024
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| Kristin Burns
18025 Yonge Street
Suite 18A
Newmarket, ON L3Y 8C9
Phone: (905) 898-6262
Fax: 1-877-314-1324
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| As a Goals Based Financial Advisor, I have the privilege of partnering with women, families and small businesses to realize their long term financial goals. Together, my clients and I discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business. I create a plan based on those goals and we partner together in achieving them. It's important to know that goals, just like life, change, and that's ok. Our relationship is one that is fostered on regular communication and we make adjustments as needed along the way. I am here to keep you on track and coach you all the way to the finish line.
| Member Since: 2021
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| Mr. Diego Gonzalez, CFP, CLU
488 Foxcroft Blvd.
Newmarket, ON L3X 3L7
Phone: (416) 704-6013
Fax: (905) 294-4488
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| | As a Sun Life Financial advisor for 15 years, I can help you with your insurance and investment needs. I specialize in wealth accumulation, estate and retirement planning and tax savings strategies. Commitment to continuous learning and professional service is important to me.
| Member Since: 2013
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| Mr. Pierre Senecal
17310 Yonge Street
Unit 10A
Newmarket, ON L3Y 7R9
Phone: 1 -905-952-2020
Fax: 1-905-895-5581
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| SENECAL GROUP PRIVATE WEALTH MANAGEMENT WORKS WITH BUSINESS OWNERS AND INCORPORATED PROFESSIONALS TO OFFER FULL COMPREHENSIVE PERSONAL AND CORPORATE FINANCIAL PLANNING THAT INCLUDES INVESTMENT ADVICE, RISK MANAGEMENT, CORPORATE STRUCTUCE, TAX PLANNING, RETIREMENT AND SUCCESSION PLANNING, AND ESTATE PLANNING.
| Member Since: 2024
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| Ted Kurello
100 - 17345 Leslie St.
Newmarket, ON L3Y 0A4
Phone: (905) 853-2789
(416) 930-5449
Fax: (905) 898-4878
Send Email |
| | At Braestone Family Wealth, we are a team of financial professionals supporting individuals and families. Our services are designed to help you live your vision, bringing you peace of mind. We are committed to guiding you through all of your life’s transitions and challenges, creating a solid comprehensive wealth strategy to achieve your retirement goals and to look after your family for generations to come. We do this by helping you See the big picture, where you are today and what you want your future to look like. We then Build a personalized plan, including portfolio construction, tax and estate strategies. We continuously manage your plan throughout your life and make adjustments when required so you can Live life to the fullest. | Member Since: 2001
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