Independent Financial Advice for those looking for:

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Peace of Mind

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A Long-term Partner

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Sophisticated Portfolio Construction

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Education

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A Fiduciary

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A Family CFO

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Clarity

- Peace of Mind - A Long-term Partner - Sophisticated Portfolio Construction - Education - A Fiduciary - A Family CFO - Clarity

Who We Serve

  • The Growers

    In your 30s, 40s, or 50s, your financial goals often focus on building wealth for the future. Key priorities typically include accumulating savings for retirement, funding your children’s education, and achieving long-term lifestyle aspirations. This stage is crucial for laying a strong financial foundation, making strategic investments, and ensuring you're on track to meet your future goals. By planning wisely now, you can secure the financial flexibility and security needed to enjoy your desired lifestyle in the years ahead. At Rivers Wealth, we guide you through this process with tailored strategies to meet your unique objectives

  • The Harvesters

    In your 60s, 70s, and 80s, the focus shifts to making the most of the wealth you've accumulated over the years. Your goals often center on maximizing retirement income, preserving assets, and ensuring financial security for the future. This stage is about enjoying the lifestyle you’ve worked hard to build while planning for any potential healthcare needs, legacy considerations, or charitable giving. At Rivers Wealth, we help you optimize your assets with strategies tailored to your retirement goals, ensuring you can comfortably enjoy this chapter while protecting your financial well-being.

Why Rivers Wealth?

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Experience & Credentials
Institutional asset management exerience, Portfolio Manager registration, and CFA designation.

Fiduciary Responsability
As a fiduciary, we prioritize your best interests, offering transparent, conflict-free advice, and no in-house products.

Fully Independent
Offering unbiased, client-first financial advice with no product affiliations.

Alternative Investments
Gain access to carefully vetted alternative investments, including private real estate, private equity, infrastructure, and private credit funds.

Fair and Transparent Pricing
Flexible, fair, and transparent pricing model that caters to all financial situations.

A financial journey is rarely smooth and linear. There are bends, setbacks, and obstacles. Having a trusted partner is vital to navigating the twists and turns with confidence.

 FAQs

  • As a registered Portfolio Manager, I have a fiduciary duty to act with care, honesty, and good faith, and always in the best interest of clients.

  • As a fiduciary, our investment decisions must be independent and free from bias and conflict. We are unencumbered by in-house products and are free to choose the most appropriate and cost-effective investment solution for clients.

  • The core of clients portfolios are composed of low cost ETF’s. Alternative investments will be used in select portfolios. Alternative investments that may be utilized include Private Equity, Private Real Estate, Private Credit, Infrastructure, as well as other specialty alternative assets. Some portfolios may have allocations to single stocks..

  • There is no one-size fits all approach. We will always be accessible to answer questions and discuss issues as they arise in your life. We will meet at least annually for a thorough review of your portfolio and current financial situation.

  • There are many factors in determining if we would be good fit to work together. Currently, there is no hard minimum asset level requirement. Overall fit will be assessed on a case-by-case basis.

  • Rivers Wealth is based in Etobicoke, Ontario, but primarily works virtually. While most clients are located in the GTA, we are happy to work with individuals and families anywhere in Canada.