At Riverwalk Wealth, we believe that financial planning is about more than investments. It’s about understanding what matters most to you and helping you build a plan to get there.Whether you’re saving for your first home, planning for your child’s education, growing your wealth, preparing for retirement, or thinking about your legacy, we provide personalized financial planning and investment solutions designed around your goals, needs, and comfort level. We offer access to a range of investment solutions, including mutual funds, Guaranteed Investment Certificates (GICs), and exchange-traded funds (ETFs). Together, we’ll explore your options and help you navigate the path toward your financial future with confidence.
A Personal Approach, Built on Experience
With decades of experience in the financial industry, Riverwalk Wealth has grown from a family-founded GIC brokerage into a financial advisory practice dedicated to building lasting client relationships. Founded by Bill McTavish in 1984, the business has evolved alongside the investment industry. Today, Juliane Goyette and Brian Lavoie continue that tradition, combining years of experience with a personal approach to helping clients make informed financial decisions. While the industry has changed over the years, our commitment to personal service, trusted relationships, and helping clients work toward their financial goals remains at the heart of what we do.
A riverwalk connects different places along a shared path. We see our role in much the same way: helping you navigate the many paths your financial journey may take.Your goals will change throughout your life, and your financial plan should evolve with them. We’re here to provide guidance along the way, helping you make informed decisions at every turn.
Riverwalk Wealth began in 1984, when Bill McTavish founded Hewmac Investment Services as a GIC brokerage in Newmarket, Ontario. As the investment industry evolved, so did the business, expanding into mutual funds and creating more opportunities to help clients meet their financial goals. Over the years, the business experienced several changes, including its transition through Dundee Wealth and HollisWealth before becoming Riverwalk Wealth in 2021. Throughout these changes, the commitment to personal service and lasting client relationships remained the same. Today, Juliane Goyette and Brian Lavoie continue the legacy Bill established, bringing decades of combined experience and a personalized approach to financial planning and investment advice. While our name and the industry have evolved, our purpose remains unchanged: helping clients navigate their financial journeys with confidence, every step of the way.
Wherever life takes you, let’s walk the path together.
Investia Financial Services Inc.
Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company founded in 1892 that operates under the trade name iA Financial Group.
