With experience in wealth management, insurance solutions, retirement, and estate planning; at Riverrock Private Wealth Partners, we are committed to working with you, your family, and your business through multiple generations. We offer a team approach that looks at both the forest and the trees.
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Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.
Our team has upfront transparency with our clients, always ensuring we are on the same page
We take the complex and put in a format that makes sense to you.
Wealth is more than just investments. It includes your family, real estate, business, health and insurance solutions.
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
No sales pressure. We work together to find out your goals, and use the best options and strategies to get there.
We offer advice, in an open-architecture platform.
Pension style asset management with possible equity style returns in most market conditions.
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
NBIN is custodian for over $180 Billion in assets, over 400 Independent Firms, representing over 600,000 clients.
