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.

Meet the team

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?

Learn more

Interested in Working Together?

Our complimentary 3-Step process to help you evaluate our services and make an informed decision about working together.

Start here

What our clients say

What is the key to successful investing?

Download our free whitepaper for more information on how time in the market, not timing the market, is what builds wealth.