Thoughtful Guidance.
Trusted Relationships.

Retirement planning is personal. The decisions are important, and the relationships that support them matter just as much. Our role is to provide the clarity, coordination, and guidance needed to help you make confident decisions about the future.

Evan Riddell CFP®, CIM®, RRC

Associate Portfolio Manager, Wealth Advisor, Investment Advisor

Evan works with successful Canadians approaching or already living in retirement, helping them navigate one of life’s most significant transitions: moving from building wealth to using it with purpose, clarity, and confidence.

His approach brings together retirement income planning, tax strategy, investment management, and estate planning into a single coordinated plan designed not just to preserve your wealth, but to help it support the life you want to live.

Over nearly two decades, Evan has helped individuals, families, professionals, and business owners make informed decisions, reduce unnecessary tax, and step into retirement with a plan they can rely on. He founded Riddell Wealth Management in 2008 after working as an economist for the Government of British Columbia, and holds a Bachelor of Science in Economics from the University of Victoria.

Outside the office, Evan spends time with his wife Sarah and their two children, hiking, skiing, and exploring Vancouver Island’s coast and mountains.

Credentials and Recognition

CFP® | Certified Financial Planner

RRC | Registered Retirement Consultant

FPAC Membership Committee

CIM® | Chartered Investment Manager

BSc Economics, University of Victoria

Wealth Professional Wealth Advisor Committee

Recognized by Wealth Professional across multiple award categories

Mona Kazakoff

Associate, Team Coordinator

Mona plays a central role in the planning and operational side of the practice, working closely with clients and coordinating behind the scenes to ensure every recommendation is implemented efficiently and every detail is looked after.

From planning support to client service and day-to-day operations, Mona helps ensure the experience feels thoughtful, organized, and seamless at every stage. She is often one of the first people new clients connect with, and a trusted resource throughout the planning journey.

Mona brings extensive experience in executive administration at major accounting firms and publicly traded companies, and has completed the Canadian Securities Course. She is fluent in both English and French and welcomes client communication in either language.

Outside of work, Mona enjoys West Coast life with her husband and two sons, boating, skiing, entertaining, and cooking.

Tracey Albert

Assistant

Tracey helps coordinate many of the day-to-day details that keep the client experience running smoothly, from scheduling and documentation to account administration and client requests.

Her attention to detail and commitment to organization play an important role in ensuring every interaction is handled with care, accuracy, and professionalism. Tracey was drawn to the practice by its planning-first philosophy and the thoughtful, client-centred approach to financial advice.

Outside the office, Tracey enjoys cooking, especially Thai, Japanese, and Vietnamese cuisines, along with travel, paddleboarding, hiking, and time with her family.

Our Shared Philosophy

The goal of everything we build is simple: to give you the confidence to enjoy what you have worked for. Your plan should be clear, tax-smart, and built around your life so you can stop wondering and start living.


I love working with Evan and his team. They are extremely knowledgeable, kind, and helpful. Whenever I have a question, they’ll seek out an expert response and explain any detail that’s unclear to me.

- Kyle P


A Thoughtful Next Step

If you’d like to explore whether working together makes sense, the next step is a simple introductory conversation.

Start Your Right-Fit Roadmap™ to explore whether we’re the right fit, without pressure or obligation.