Gallivan Wealth Management

Bringing your goals to life through Strategic Wealth Management

At Gallivan Wealth Management, we believe in integrating your life goals within a strategic wealth management solution that is unique to you. We are fully accredited to provide investment advice, discretionary portfolio management, financial planning and insurance solutions; all crafted together in a tax smart solution for you.

Our clients include high net worth individuals, business owners, professionals, retirees, and charitable organizations. If you would like to book a portfolio consultation, please reach out to any member of our team or call 613-721-8928.

Latest Blog Posts

August 2024 - An Olympic summer matched by Olympic-sized Moves in the Markets

July certainly had big surge in the markets – during the month, the Bank of Canada cut interest rates for the second consecutive time. This helped fuel a very strong and broad rally in the TSX.

July 2024 - Dockside Reflections (mid-year checkpoint)

We are halfway through an eventful 2024, with plenty of notable events to come (i.e. U.S. elections this fall). This is a good moment to take stock of “How did we get here?”

June 2024 - Canadian Banks and Bank of Canada’s next move

Investor attention has turned to Canada over the past few weeks due to a slew of economic releases and earnings reports from Canadian banks. All eyes are on the Bank of Canada (BoC) and their upcoming June & July meetings.