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

March 2025 - What's It Gonna Take?

Deep dive into the ever changing tariff situation and market update for February 2025.

December 2024 - To Tariff or Not to Tariff

This month, we provide some quick thoughts on the proposed tariffs by US president-elect, Donald Trump and some highlights on what the Gallivan Wealth Management Team has been up to lately.

November 2024: US Presidential Election Looms Large

This month, we provide some quick thoughts on the upcoming U.S. election and discuss some takeaways from the earnings season.

Gallivan Wealth Management Team

Mark Gallivan, Gallivan Wealth Management

Mark Gallivan, CPA, CA, CFP

Senior Portfolio Manager & Wealth Advisor

Peter Gallivan, CFP, CIM

Associate Wealth Advisor & Financial Planner

Corinne Farndale

Senior Associate

Nathalie Da Costa

Associate
Headshot of Sarah Bertrand

Sarah Bertrand

Associate Portfolio Manager CPA, CA, CIM