• 416-461-8181
  • info@riverdalewealth.com
  • 705 Pape Avenue, Toronto, ON M4K 3S6

Personal Wealth Managment Plan

Are you getting the advice you need and the service you deserve?

A clear roadmap to help you achieve your financial goals.

During this process, we will:

  • Conduct a thorough review of your current financial situation
  • Identify areas of concern and potential opportunities
  • Make specific recommendations suited to your personal objectives
  • Develop and present a comprehensive personalized wealth management plan
  • Help you implement the recommendations and the plan
  • Review your plan with you regularly to monitor its progress and the strategies agreed upon, making modifications where necessary
Wealth Managment Services
Personal Wealth Managment Plan
Investment / ACPI
Life Insurance

Financial Insights

Monetary Policy 101

Financial News

Monetary Policy 101 Bank of Canada and Interest Rates

The Bank of Canada influences interest rates for consumers and businesses. The “overnight rate”, set by the Bank of Canada is the foundation rate that all other interest rates are based upon.

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Life Insurance Explained

Insurance

The technicalities of life insurance can make it difficult to understand. Many clients are overwhelmed, or unsure about which option is best in terms of cost, coverage and meeting their goals.

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More Financial Insights

Our clients have the last word

We are always striving to maintain the highest level of client satisfaction. We consider you a client for life and if we can improve any aspect of your experience, we would be grateful for the opportunity to do so.

In 2001, we decided that even though we did not have a large sum there must be a better way to invest our money. We felt that we were not knowledgable enough to invest on our own but needed help from a professional. Thankfully, we met Jim Chronopoulous and were impressed with his attitude and very thoughtful way he explained how we could plan for a comfortable retirement down the road.
T. Brackett
Over the past years, Jim has helped me develop an excellent financial security net for me and my family. His step by step approach to answer my questions has my family assured that we have a good listener and a friend we can depend on.
M. SinghManager
Having left a big bank brokerage with minimal service and face to face reviews, I find the time and effort Jim Chronopoulos puts into my accounts as a welcome change. He is thorough and has a way of explaining the appropriate actions to take that even a novice investor can understand. Jim inspires confidence and I have complete trust in his judgement. He has made me a better informed investor.
F. OrrRetired Teacher
In the past I have consulted many professionals regarding my financial affairs. None however have had Jim’s ability to educate, explain and make me understand every detail of my financial plan. I am fortunate and confident to have Jim look after all my financial affairs.
D. BassRetired
Thank you again for your assistance and guidance…we couldn’t have gotten to this point without your help.
L. Gallagher & C. Totten
Jim has provided valuable advice to my clients in a professional and courteous manner. He is knowledgeable, current and a friendly person to deal with.
N. LaskarisChartered Accountant
Thank you for taking my case, your work was very professional and your help and advice was taken with confidence.
N. GiordanoChef
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Riverdale Wealth Managment

705 Pape Avenue, Toronto, ON M4K 3S6
Local : 416-461-8181
Fax : 416-461-8080

All information you provide to us is private and confidential. Our corporate privacy policy is included in our new client welcome package that you receive with every new enrolment.

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