ABOUT US

How we help you plan your future.

Whatever your objectives may be, retirement, financial independence, succession planning, sale of a business, a legacy, tax planning or family financial security, our team will help you make goal based decisions customized to your circumstance.

 

On budget, on time… we can make it. Let’s get started!

Pension-like portfolios based upon your goals and objectives with a mind to tax-efficiency.

Find out how to mitigate the risks in your life with effective and numbers-based solutions.

Create a legacy, and prioritize who will receive the benefit of your efforts… Family? Charity? Tax?

SERVICES

What We Offer

Most importantly, we offer independent advice. We provide solutions in planning, investments, insurance, group pension and group benefits. We create goal-based plans working with you, your family, your lawyers, and accountants to achieve your objectives.

A customized, one-on-one approach to group savings and thorough benefits research and plan structures.

The inter-generational transfer of assets needs to be planned to avoid emotional and financial pain – we can help.

The “elephant in the room” is taxes. What are you doing to manage the beast?

Where does it all go? Where does it need to go? Manage your financial resources to suit your expectations.

 

SERVICES

What We Offer

Most importantly, we offer independent advice.  We provide solutions in planning, investments, insurance, group pension and group benefits.  We create goal-based plans working with you, your family, your lawyers, and accountants to achieve your objectives.

On budget, on time… we can make it. Let’s get started!

Pension-like portfolios based upon your goals and objectives with a mind to tax-efficiency.

Find out how to mitigate the risks in your life with effective and numbers-based solutions.

Create a legacy, and prioritize who will receive the benefit of your efforts… Family? Charity? Tax?

A customized, one-on-one approach to group savings and thorough benefits research and plan structures.

The inter-generational transfer of assets needs to be planned to avoid emotional and financial pain – we can help.

The “elephant in the room” is taxes. What are you doing to manage the beast?

Where does it all go? Where does it need to go? Manage your financial resources to suit your expectations.

OUR TEAM

Get to Know Us

Over 100 years of combined experience is at your disposal.  Forge a relationship that will stand the test of time, and allow you to benefit from a multi-disciplinary, multi-facetted approach to financial freedom.

Kevin Riddell

TEP

Partner

Mark Winson

HBA, CFP, TEP, CIM

Partner, Portfolio Manager

James D. Simon

CFA, CFP, FMA, FCSI

Partner, Portfolio Manager

Chris Riddell

CLU, CHS

Partner

"Integrated financial planning with Wise Riddell incorporates all my goals and aspirations, in concert with my wife and family, and truly is a common sense approach to peace of mind"
DR. IVOR MARGOLIS, WILLIAM OSLER HEALTH CENTRE
"Like many doctors, I didn’t think I needed anyone’s advice about financial planning, writing our wills or buying insurance. However, the state of our affairs in 2000 said otherwise. Our relationship with Wise Riddell has solidified our portfolio, streamlined our insurance needs and established a sensible estate plan. Their advice has not only earned us money but saved us money. Our portfolio is not one of their largest, I’m sure, but they give us the impression that we are just as important to them as their wealthiest clients. We have recommended Wise Riddell to friends and family and we will continue to do so in the future. I will be 70 in November and I have been retired now for five years."
WAYNE AND JANICE PARSONS, STRATFORD, ON
"We have been a client of Wise Riddell since 2002. Our decision was initially based on the comprehensive & secure approach they outlined for us in the management of our retirement and estate investments as well as insurance needs. Little did we know that the best was yet to come. The organization as a whole and individually have always demonstrated integrity, honesty and exemplary client service practices-respectful, considerate, always attentive and with an efficiency and promptness I have never experienced elsewhere. Their knowledge and efforts to tailor the portfolio to our needs have always made us feel secure and informed. They have regularly communicated with other professionals involved in my corporation management and decision making with mutual benefit. Wise Riddell reflects our values and concerns both professionally and socially in a discrete manner. I strongly endorse their services and encourage you to explore the opportunities they have to offer and judge for yourself."
DR. LUC ROCHON, OTTAWA, ON

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