We specialize in retirement and tax planning, and do our best work with:

Age 50+

$500,000+

Expert Guidance
Retirement investors age 50+ who are retired or close to it Diligent savers with retirement investments of over $500,000+ Individuals who value expert advice because retirement is too important to do it alone

Your Living Plan: Our complimentary 3-step process

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Step #1: Book a 30-minute phone call

The 30-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a dermatologist if you needed heart surgery!

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Step #2: Exploratory meeting

During this 1-hour meeting (in-person or virtually), our goal is to get absolutely clear on your unique goals, concerns, and financial situation. This important step ensures that we, like a doctor, diagnose before we prescribe.

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Step #3: Analysis and review meeting

With your Living Plan completed, we take a focused 1-hour meeting to review our findings and recommendations, ensure that we answer, in plain English, exactly what you need to do to achieve your financial goals, improve your retirement plan, lower taxes and optimize your investments.

Think On It!

At the end of this process, we will ask you to think on it before deciding to work with our practice. We are looking for long term relationships, not a quick transaction. It is important to us that you answer for yourself the following questions:

  • Do I like/trust/respect the team at Riddell Private Wealth Management?
  • Will the benefits they provide exceed their costs?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

If you decide that it’s not a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say yes.

 

Step #1:

Book a 30-minute phone call

Click here to book

More questions? We’ve got answers!

Our team has more than 15 years combined experience in tax and retirement planning, and our expertise is complemented by that of IG Private Wealth Management’s team of tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we’ll create a Living Plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

  • How is Riddell Private Wealth Management different than other financial advisors?

    1. We specialize in retirement and tax planning for people aged 50+. We focused our value delivery, educational development, and planning expertise to those we know we can provide the greatest level of help.
    2. We limit the number of clients we work with. This allows us to provide unparalleled value and highly personalized service to the families that have entrusted us to help them.
    3. IG Wealth Management is a Canadian leading independent financial planning firm. As part of IG Private Wealth Management—a brand within IG Wealth Management that is reserved for an exclusive group of elite financial service entrepreneurs—we provide unequaled access to and support from some of Canada’s greatest specialists in tax planning, estate planning, financial planning, investment management, business succession, family trusts and charitable giving.

     

    Our complimentary 3-Step Process is designed to help you evaluate financial planners to find the one that is the best fit for you. If you think there is a potential fit between your needs and our expertise, the first step is to book a no obligation phone call.

     

  • Why should I work with a financial advisor?

    Financial planning is complex and it can be daunting to tackle it on your own when you have a lot of other things competing for your time. We ask the relevant questions, offer an objective perspective when it comes to making wealth-related decisions, and work with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • How does Riddell Private Wealth Management make money?

    We are primarily a fee-based retirement and tax planning wealth management practice. Our fees depend on the level of assets we manage and are calculated as a percentage of those assets.

    In our opinion it only makes sense to hire a financial planner or any professional if the value they provide exceeds the fee they charge. In other words, the time and effort saved by hiring an expert + the tax savings + the potential investment returns + the guidance, support and peace of mind provided must exceed the fees being charged.

    Your Living Plan that we review with you will clearly quantify the benefits you will receive and outline the costs associated in working with our practice. The first step is to book a no obligation phone call to determine if we might be a good fit to working together. 

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • Why should I consider hiring Riddell Private Wealth Management?

    In specializing in retirement and tax planning, we are focused on reducing your lifelong income taxes, investing smarter, and creating a reliable income stream in retirement. We focus on what you can control and how to best structure things to improve your retirement success.

    In creating and reviewing your Living Plan, we clearly outline the recommendations aimed at reducing taxes, optimizing your investments, and creating a reliable income stream in retirement. If are interested in learning more about what you could do in your tax and retirement plan, the first step is to book a complementary phone call.

Client stories

Work Optional - Reduce taxes, improve investments and create a reliable income stream in retirement.

John and Sue don’t see retirement on the horizon. Not because they can’t retire, but because they’re not sure when or if they want to stop working.

How we can help

✓ Save them time in their busy lives to make informed decisions on their financial lives.
✓ Improve asset allocation to better align with their goals.
✓ Create a reliable and coordinated income stream from investments.

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Retired - Reduce taxes, improve investments, and create a reliable income stream in retirement

Mark and Lois want to not only ensure their retirement plan provides for the lifestyle they have envisioned but also that they can have confidence that they will never run out of money.

How we can help

✓ Comprehensive tax analysis to identify any potential tax challenges and how to best navigate them.
✓ Analyze business succession scenarios and worked with Lois’s CPA on optimal tax efficient approach to selling her business.
✓ Improve asset allocation to better align with their goals.

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Nearing Retirement - Consolidate investments accounts, mitigate taxes, create a reliable retirement income stream.

Jennifer has accumulated wealth over the years working as an executive and she is now beginning to think about retirement.

How we can help

✓ Established a retirement timeline that included future financial changes (e.g. Canadian Pension Plan & Old Aged Security).
✓ Organized her investments to ensure the right amounts are allocated to each of her goals.
✓ Coordinate the future draw from her various pensions to give her peace of mind in retirement.

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