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.

Gallivan Wealth Management Team

Mark Gallivan, Gallivan Wealth Management

Mark Gallivan, CPA, CA, CFP

Senior Portfolio Manager & Wealth Advisor

Sarah Bertrand, CPA, CA, CIM

Associate Portfolio Manager

Peter Gallivan, CFP, CIM

Associate Wealth Advisor & Financial Planner

Corinne Farndale

Senior Associate

Nathalie Da Costa

Associate