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We specialize in retirement, tax, and wealth planning for Canadians aged 50+ who have built $1 million or more in savings and want clarity and confidence in the next chapter of life.

Retirement isn’t just a milestone — it’s a new phase that demands strategic guidance, tax-smart planning, and a roadmap you can trust.

Our Clear Three-Step Process

Our introductory process is simple, structured, and designed to help you make an informed decision — without pressure or obligation.

Step #1 — 30-Minute Introductory Call

A brief conversation to get to know each other and ensure there’s a fit. Think of it like meeting the right specialist — you wouldn’t see an eye doctor for a knee issue.

This call helps confirm that your needs align with our expertise and that we’re the right partner to support your goals.

Step #2 — Exploratory Meeting

In a 60-minute virtual or in-person meeting, we take a deep dive into your financial picture. We’ll clarify your goals, surface any concerns, and gain understanding of what matters most to you.

Like a good diagnosis before a prescription, we ask thoughtful questions, listen carefully, and begin to map out your financial priorities and planning opportunities.

Step #3 — Analysis & Recommendations

In this focused 60-minute session, we walk you through our findings and personalized recommendations — always in plain language and grounded in your goals.

We’ll cover:

• How to refine your retirement plan
• Strategies to reduce taxes and optimize income
• Evidence-based investment insights and opportunities
• Ways to strengthen your wealth, estate, and legacy planning

You’ll receive practical, actionable guidance — no jargon, no pressure. Just a clear, professional perspective to help you decide if our approach aligns with your needs.

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Think on It

At the end of this process, we encourage you to take your time before making a decision.

We’re not looking for quick transactions — we’re looking for long-term relationships built on trust, alignment, and shared values.

Ask yourself:

• Do I like, trust, and respect the team at Riddell Wealth Management?
• Will the value they provide exceed the cost of their services?
• Do I understand and agree with their investment philosophy?
• Do their recommendations make sense to me?

If it’s not the right fit, we’ll gladly refer you to another professional with the right expertise. There’s never a hard sell — only support in helping you make the best decision for your financial future.

Step #1 – Book a 30-Minute Intro Call