Kevin Riddell

Kevin is a founding partner of the Wise Riddell Financial Group. The team’s goal is to bring greater simplicity and convenience to your investment experience. They will help you define and refine your priorities and then put long term strategies in place to ultimately realize your life goals. You can focus on the things that make your life a success while the team personalizes wealth accumulation, risk management and estate planning plans for you and your family.

“The key to planning, be it in business or life, is the ability to expect, survive and thrive through the unexpected.”

Kevin has 31 years of success and experience in the industry. He is an active member of the Canadian Association of Insurance and Financial Advisors, the Society of Trust and Estate Practitioners, the Canadian Association of Independent Life Brokerage Agencies and the Managers Association of Insurance & Financial Advisors of Canada. Kevin has earned recognition as an innovator in the insurance industry, but he realized some time ago that in order to consistently provide what clients needed as their wealth evolved, he couldn’t do it all.  Wise Riddell was created out of a desire to provide clients with a fully integrated planning process with a comprehensive team experience and approach for every client.

Kevin and his wife Charlotte live in Oakville and are working very hard at emptying their bucket list. When Kevin’s not “shredding the back country” on his motorcycle, or teeing off on the golf course, he enjoys winding down at the family cottage.

Mark Winson

Partner, Wise Riddell Financial Group

Portfolio Manager, Wise Riddell Private Wealth of ACPI

Mark is committed to personalizing the investment experience to each client. His comprehensive discovery process helps define specific financial objectives that complement your life goals. Disciplined plan monitoring and regular progress meetings ensure your needs and expectations are being met regardless of the evolving economic or lifestyle realities.
This approach has earned Mark and his team industry recognition and awards.

“Most people don’t plan to fail; they fail to plan.”

Mark became a partner of the Wise Riddell Financial Group in 2001, with a primary focus on financial and investment planning. Mark is a graduate of the Ivey School of Business. He is a Chartered Investment Manager, a Certified Financial Planner, and is a member of the Society of Trust and Estate Practitioners. Mark and his team have been recognized as one of the “Top 50 Advisors in Canada”, a “Top 20 Independent Advisory Office” and a “Top Alternative Asset provider”.

Born in Zimbabwe and raised in Timmins, Mark has been instilled with a passion for both travel and the outdoors. As Past President, Mark continues his long- standing involvement with the Rotary Club of Etobicoke and their annual Toronto Rib Fest at Centennial Park. Mark enjoys exploring foreign destinations with his partner Pam or pursuing his own version of relaxation… puttering around at the family cottage.  Mark has two adult children, one of whom he is fortunate enough to work with every day.

Important Investment Services Disclosure

Mark Winson is an agent of Aligned Capital Partners Inc. (ACPI). Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Wise Riddell Private Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wise Riddell Private Wealth and covered by the CIPF. All non-securities related business, including, but not limited to, financial planning, estate and tax services, and insurance solutions are provided through Wise Riddell Financial Group. Wise Riddell Financial Group is an independent company separate and distinct from ACPI/Wise Riddell Private Wealth.

James D. Simon

Partner, Wise Riddell Financial Group

Portfolio Manager, Wise Riddell Private Wealth of ACPI

James is passionate about helping successful people accumulate and preserve wealth to last a lifetime. It sounds simple, but history has shown him that the road to success is full of surprises and turns that can easily take investors off course. He takes pride in developing personalized financial strategies that incorporate asset allocation, financial management, and retirement planning into a long-term wealth-building strategy.

“Having an experienced and steady hand on the wheel is essential. Independent advice always leads to better outcomes.”

James started in the financial services industry in 1996. He believes that experience must be supported with knowledge. James has obtained the designation of Certified Financial Planner (CFP) and is also a Fellow of the Canadian Securities Institute. He also holds the prestigious Chartered Financial Analyst (CFA) designation.

James has an unbridled enthusiasm for basketball after playing at McGill plus a professional stint in Europe. When not supporting the local team, James and his wife Mouvain enjoy spending time hiking “down in the County”.

Important Investment Services Disclosure

James D. Simon is an agent of Aligned Capital Partners Inc. (ACPI). Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Wise Riddell Private Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Wise Riddell Private Wealth and covered by the CIPF. All non-securities related business, including, but not limited to, financial planning, estate and tax services, and insurance solutions are provided through Wise Riddell Financial Group. Wise Riddell Financial Group is an independent company separate and distinct from ACPI/Wise Riddell Private Wealth.

Chris Riddell

Chris helps you define “how much is enough”. His approach is one of comprehensive risk management complemented with an emphasis on tax savings, family protection and estate planning. Insurance is an emotional conversation, so it is best approached with numbers. Your numbers.  Your needs. Your family and business circumstances. Chris then builds personalized insurance plans with the most efficient tax attributes to deliver the best solutions for you.

“Never trust a skinny chef.”

Chris joined the Wise Riddell team in 2013 after moving his family back from Montreal, where he spent the previous 10 years as a professionally trained chef.  Chris studied economics at the University of Concordia. With his economics background and his passion for working with people, the switch into the financial sector was a natural evolution. Chris has since obtained the Chartered Life Underwriter designation and certification as a Chartered Financial Planner. He also holds the Certified Health Insurance Specialist (CHS) designation.

Chris lives in Burlington with his wife Diane and their 3 boys (ages 8, 6 and 4). When he is not with the family, he enjoys woodworking, skiing, and golf. He is passionate about keeping his cooking skills sharp and is still pursued by family and friends for his memorable “tur-duck-en” experience.