Who we are
The Riverwalk Wealth team offers many years of service in the financial industry providing clients peace of mind. Originally known as Hewmac Investment Services, Bill McTavish opened his own GIC brokerage in 1984 after working for various life insurance, banks & trust companies for 20+ years. His daughter and now financial advisor, Juliane Goyette, spent her after-school hours and summers working in the family business helping Bill meet his clients needs.
In 1995, Bill recognized the changing landscape of the investment industry and saw the opportunity to provide his clients more solutions to help them achieve their financial objectives. He opened his own mutual fund dealership in Newmarket, Ontario providing administrative and compliance support to more than 50 advisors while he continued to work closely with his clients. At this time, his daughter Juliane had graduated from university and was now working in the family business full-time.
In order to provide his clients greater service, Bill and Hewmac decided to join Dundee Wealth, in 2002. By 2013 Dundee became known as HollisWealth, an independent advisory channel of Scotiabank. In 2017, Dundee was sold to Investia Financial Services Inc., a division of Industrial Alliance, one of Canada’s oldest and most well-respected insurance and wealth management companies.
At this time, after almost 20 years of working with various mutual funds companies, Brian Lavoie decided to join Bill and Juliane as an independent financial advisor. Since 2018, Bill McTavish has worked toward retirement and Juliane Goyette & Brian Lavoie have continued his legacy of providing the highest level of service to their clients and working to build their financial security. In 2021, the HollisWealth brand was completely transitioned to Riverwalk Wealth / Investia Financial Services Inc.
A ‘riverwalk’ by definition is a paved walkway along the side of a river. Typically, a Riverwalk will connect various areas or landscapes together. At Riverwalk Wealth, we think of ourselves as helping you walk with ease along the river of investments available to investors today. We work with you to get from point A to point B and even to points C or D while providing sound advice along the way.
Whether you are saving for your first house, your child’s education, your retirement or planning the transition of your wealth to your loved ones, we can help. We work to understand your needs and determine the best path for you and your family every step of the way.
We hope you will ‘Walk with Us’…
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.
iA Financial Group offers, either directly or through its subsidiaries, a complete range of life and health insurance products, savings and retirement plans (RRSP, TFSA, etc.), mutual and segregated funds, securities, auto and home insurance, mortgage and car loans and other financial products and services.
The fourth largest life and health insurance company in Canada, iA Financial Group contributes to the financial well-being of over 4 million Canadians, employs over 6,800 people and administers and manages $197.5 billion in assets.