In the late 1980’s, Kevin Riddell was selected by the Ontario Medical Association (OMA) to provide insurance advice to physicians in Ontario. With several years of experience behind him, Kevin quickly realized that while insurance was important, it was only one piece in the ever increasingly complex environment his clients found themselves in. He also saw most clients working with their accounting, legal, investment, and insurance advisors in isolation from one another, leading to inefficiencies and missed opportunities for clients.
Today, Wise Riddell provides comprehensive goals-based, fee-based wealth management services to physicians, executives, business owners and other affluent clients. We utilize a team approach in analyzing and planning a client’s investment portfolio, retirement plan, tax, and estate plans. Recommendations are based solely on clients’ specific needs, circumstances, and goals.
The partners have over 100 years of experience in financial services and our firm is committed to providing the highest level of service and technical expertise to help build, manage, and preserve your wealth.