Wealth Management for a Secure and Fulfilling Retirement

At Riddell Wealth Management, we work with clients at a pivotal moment— approaching or entering retirement — when the focus shifts from building wealth to preserving it, drawing income, and creating a meaningful legacy.

Our clients are typically Canadians aged 50+ with $1 million or more in retirement savings. They’re professionals, business owners, and diligent savers who have worked hard to accumulate wealth—and now want confidence that it will last and support the life they’ve envisioned.

They come to us with important questions:

• How do I turn savings into a reliable, tax-efficient income stream?
• Can my portfolio withstand market volatility?
• What can I do today to protect and extend the value of what I’ve built?

This isn’t about financial products — it’s about building a personalized wealth management plan that provides clarity, control, and peace of mind through every stage of retirement.

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For Canadians Age 50+, Approaching or Enjoying Retirement

Transitioning into retirement brings both excitement and uncertainty — especially when it comes to managing your wealth.

Clients in their 50s, 60s, and beyond want to know:

• Will my money last?
• Am I prepared for the financial impact of health issues, inflation, or unexpected expenses?
• Am I making the right decisions for myself and my family?

They don’t want guesswork. They want a wealth advisor who helps them see the big picture, understand their options, and stay on track.

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Diligent Savers with $1M+ in Retirement Assets

Our clients have built wealth through discipline, focus, and smart decisions. Now, they’re looking for:

• Tax-efficient strategies to keep more of what they’ve earned
• An evidence-based investment approach aligned with their goals
• Asset structuring to generate consistent income
• A plan to leave a legacy—for family, philanthropy, or both

They don’t need another generic portfolio. They need expert guidance to refine and elevate their plan — so that what they’ve built continues to grow, protect, and serve them and their loved ones.

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Individuals Seeking Expert Guidance and a Trusted Partner

For our clients, retirement isn’t a DIY project — it’s too important for trial and error.

They’re looking for a long-term partner who:

• Can simplify complex topics like taxes, cash flow, and estate planning
• Translates technical jargon into practical, actionable advice
• Offers a clear roadmap—and the expertise to adapt it as life changes

At Riddell Wealth Management, we provide unbiased advice, clear communication, and a commitment to your success. Our plans are built around your values and tailored to your goals—not driven by sales quotas or one-size-fits-all solutions.

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What We Do

We offer a full range of integrated wealth management services to help you protect and grow your wealth, including:

• Retirement Planning
• Tax Planning
• Investment Management
• Estate & Legacy Planning
• Insurance & Risk Management
• Cash Flow & Budget Planning
• Business Succession Planning

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How to Get Started

We begin with a simple, three-step introductory process to help you evaluate whether we’re the right fit—without pressure or obligation. It’s designed to help you make an informed decision about working with us.

Start Here