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WE ARE WEALTH STRATEGISTS

You should see the walls of our office. The sports photos and memorabilia are a tribute to some of the greatest players and teams in history.

All of the greatest sports dynasties and successful businesses in history were built by strategists. Architects, with a vision and a goal, who carefully assemble, piece by piece, the winning formula.

That’s what we do for our clients. We’re experts in the tools of the trade that can be used to accumulate and preserve wealth.

Contact us to arrange for your strategy development session to ensure that you don’t have to earn your money twice.

WEALTH MANAGEMENT

Wealth management is more than just investment advice. We see ourselves as quarterbacks, executing a game plan to ensure that your money will meet your current and future needs. To accomplish this, we conduct a thorough analysis of your current situation, then we we bring together the right professionals (accountants, lawyers, investment managers, tax specialists, and others) to help us understand the best approach to managing your wealth given your unique circumstance. We consult the experts. We develop the plan. We execute the plan. And we continually monitor the best practices and products available to ensure that we are always maximizing your wealth.

FAMILIES
BUSINESS
RETIREES
LET’S STRATEGIZE

WEALTH PROTECTION

Building wealth is important but protecting that wealth is paramount. You have accumulated significant personal wealth and managing it can be complex.  At the same time, having substantial resources presents you with unique choices to be creative in how you grow, preserve, protect, transfer and distribute your wealth all with the overlay of minimizing both risk and taxes. We work closely with you to identify your wealth protection needs in light of your assets, liabilities, income, family and dependants. We then formulate a long-term strategy to ensure that you have the requisite cover to protect your financial position in the event of an unexpected tragedy.

LET’S STRATEGIZE
FAMILIES
BUSINESS
RETIREES

LEGACY PLANNING

When we hear the word legacy, many of us think that it only applies to the rich and famous. It is important to remember that a legacy is the transfer of family goals, dreams, history and, yes, financial assets. Legacy planning takes the concept of estate planning one step further, allowing you to incorporate your morals, beliefs and ideals into your comprehensive estate plan. Legacy planning also allows you to make a difference through the gifts you leave in your estate plan to loved ones and charities. Legacy planning is your chance to leave behind your vision and your hope for generations to come. How, exactly, is legacy planning different from estate planning though? The answer lies in subtle changes to the way in which you create your plan and in the goals you set for your plan.

FAMILY
BUSINESS
RETIREES
LET’S STRATEGIZE

OUR FIRM

A team is ultimately the sum of its parts. It will succeed only to the extent that all of the players contribute their unique skills and, collectively, they achieve the exceptional. As sports fans, we understand this intuitively. Our team has been hand picked to provide the ultimate strategic advisory service to our customers. You’ll know from first contact that you and your finances are in the care of a different kind of firm. That’s the Riverview Wealth difference. 

SCOTT ROBERTSON, CFP, CHS
SCOTT ROBERTSON, CFP, CHSPartner
Entering the industry in July 2001 with one of Canada’s largest financial companies, Scott was eager to put to use his training and education…
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DEREK NICOLL, CFP, CHS, RWM
DEREK NICOLL, CFP, CHS, RWMPartner
Since entering the industry in 2002, Derek has spent time his years of experience split between building client relationships as an advisor…
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LIANNA YOUNG
LIANNA YOUNGOffice Manager
Having worked with a few different firms in her 12 year financial industry tenure, Lianna has continuously built her knowledge and administrative…
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OUR ORIGINS

Having met very early in their careers, Derek and Scott always had intentions of collaborating to create a specialized planning practice. When that idea became a reality and knowing that Scott’s longtime assistant Lianna would be interested in joining to run the office and work with their clients, they started to formulate a plan. Wanting to team up with someone who shared the same morals and values, they  joined up with a highly respected colleague in Derrick Peterson who owns Riverview Insurance Solutions in Red Deer, and created a wealth planning division – Riverview Wealth Solutions. Derrick and his team are located in Red Deer and are one of Alberta’s top Group Benefit providers helping over 130 businesses with their benefit planning needs. Having access to a successful benefit planning team provided Scott and Derek with another piece to ensure they could meet the needs of their clients.

MEET OUR RED DEER TEAM

BUILD YOUR STRATEGY

“First comes thought; then organization of that thought, into ideas and plans; then transformation of those plans into reality. The beginning, as you will observe, is in your imagination.” ― Napoleon Hill

Here’s what you can expect when you engage our strategists to develop your wealth plan:

  • Strong coffee 

  • Cutting edge strategies conversation

  • Review of your current plan

  • Wealth maximization report

LET’S BUILD YOUR STRATEGY

“First comes thought; then organization of that thought, into ideas and plans; then transformation of those plans into reality. The beginning, as you will observe, is in your imagination.” ― Napoleon Hill

Here’s what you can expect when you engage our strategists to develop your wealth plan:

  • Strong coffee 

  • Cutting edge strategies conversation

  • Review of your current plan

  • Wealth maximization report

LET’S STRATEGIZE

FIND US

35 Renault Crescent, Suite 200
St. Albert, AB  T8N 4B7

587.689.2450  (Office)
587.689.2456  (Fax)

info@rivwealth.com

LET’S STRATEGIZE

FIND US

35 Renault Crescent, Suite 200
St. Albert, AB  T8N 4B7

587.689.2450  (Office)
587.689.2456  (Fax)

info@rivwealth.com