Riddell Private Wealth Management
We believe that financial planning should be straightforward, save you time and go beyond an investment portfolio. With the help of our guided approach to financial planning, we help you get clear on what is important, walk alongside you to put the pieces together, and ensure that all aspects of your financial life are taken into account.
We are based in Victoria, British Columbia and help those 50+ to reduce taxes, invest smarter, and retire successfully.
Who we help
You are age 50+.
You have over $500,000 in retirement savings.
But you have questions…
How do I safely create a tax-efficient, lifelong income?
Are my investments suitable for retirement?
How do I reduce my taxes in retirement?
Interested in Working Together?
Our complimentary 3-Step process to help you evaluate our services and make an informed decision about working together.
What our clients say
We have been clients of Evan Riddell and his team for over 10 years during which time they have looked after our investments most professionally. Evan’s extensive knowledge of investment markets and tax regulations provided us the comfort and knowledge that we could retire when we wanted to without any worries. We would not hesitate to recommend Evan and his team to any of our family members or friends.
- RG & MG
Evan’s sound advice and vast knowledge in financial planning has made an enormous difference with our financial matters. He has saved us lots of money by continually looking at tax implications and reviewing all aspects of our finances.
We enjoy our regular meetings with him as they are always extremely informative and valuable. He can explain complicated matters in an easy to understand way.
We feel Evan genuinely cares for our family’s financial future and we are extremely fortunate to have Evan working with and for us.
My husband and I have been working with Evan for several years for our financial planning and are thrilled with his professional approach to business. He is extremely personable, knowledgeable and is always available to answer any questions or concerns we have in a timely manner. We look forward to our annual reviews and are thrilled that we have the choice of meeting in person or, thanks to using secure technology, to have these meetings from home. We highly recommend Evan and his team to family and friends.
- Glenda W
Evan is the best thing that ever happened to our money!
- DR & MD
I appreciate Evan’s global approach to my investments, including income growth, diversification, liquidity for travel or large purchases, income tax repercussions and estate planning. He supports my ideas or concerns by providing practical suggestions that have been helpful for trust and calm decision-making on my part. I value his efficient use of time during in-person meetings and his broad base of expertise.
I have been working with Evan Riddell for over 13 years. If I hadn’t switched to Evan, the plan I had was only good for 15 years and would be gone shortly thereafter. I struggle with technology and Evan and his team provide me with alternative options to meet my needs. I feel secure in my future.
- Diane B
Calm, knowledgeable, ethical, and highly focused - all traits Evan Riddell brings to the table as a financial advisor. Evan takes a genuine interest in achieving the best for his clients. His approach elicits a sense of trust and comfort which I appreciate greatly. I gladly recommend Evan to anyone wanting to plan for their financial future.
- Fernando C
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. Evan has created a flexible financial plan that is specifically tuned to my goals and desires. I’d recommend Evan and team to anyone who is looking for a top-notch financial advisor / wealth manager.
- Kyle P
We have worked with Evan for many years, and we think he’s by far the best advisor we’ve ever had. Evan is proactive, knowledgeable, thorough, and extremely easy to work with. He has taken the time to get to know us, gives us confidence, and has done a terrific job guiding us through the times when we both were working through to our retirement. Evan is top notch – we highly recommend him!
- Jill & Doug K
Evan has been fantastic and has been a huge help with our personal finances. He's very knowledgeable, listens well, explains things clearly, and is always available when we need him. We've seen our wealth grow with him over the past 12 years and would highly recommend him to anyone looking for a financial advisor.
- Devin T
Evan is a pleasure to work with. He is patient, listens deeply and reports back on what is understood after every meeting. We feel that he is always looking out for our welfare first and foremost. He is professional, ethical but also easy to talk to and ready to give deeper explanations to anything we ask about.
- Tina C
Evan has been a great advisor over the years. He listens attentively and recaps our conversations in writing which I really appreciate. He remembers the extent to which I want details about investments and is readily available to answer my questions.
- Diana N
Evan is a truly caring, down to earth person and is the ultimate professional! He takes the time to truly understand our individual and joint needs, makes solid recommendations and assists in tax planning. As life and the world is everchanging, Evan keeps in touch on a regular basis to make sure that we are always on the right path! Thank you Evan and team!
- Shannon J
Evan is simply marvelous; he listens really well and writes notes capturing our discussions. I especially like his attention to my ethical preferences when making investment decisions.
- Susanna B
Evan is a great person to have as an advisor as he listens well and provides good 'down to earth' solutions for our investments.
- Mark R